Spdr S&p 500 Etf shares owned by Disciplined Equity Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Disciplined Equity Management
from 13F filings
Historical chart of Disciplined Equity Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Disciplined Equity Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Disciplined Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $354k | 532 | 666.18 |
| 2025-06-30 | $329k | 532 | 617.85 |
| 2025-03-31 | $298k | 532 | 559.39 |
| 2024-12-31 | $312k | 532 | 586.08 |
| 2024-09-30 | $313k | 546 | 573.76 |
| 2024-06-30 | $297k | 546 | 544.22 |
| 2024-03-31 | $286k | 546 | 523.07 |
| 2023-12-31 | $937k | 2.0k | 475.31 |
| 2023-09-30 | $233k | 546 | 427.48 |
| 2023-06-30 | $242k | 546 | 443.28 |
| 2023-03-31 | $224k | 546 | 409.39 |
| 2022-12-31 | $209k | 546 | 382.78 |
| 2022-09-30 | $195k | 546 | 357.14 |
| 2022-06-30 | $206k | 546 | 377.29 |
| 2022-03-31 | $247k | 546 | 452.38 |
| 2021-12-31 | $259k | 546 | 474.36 |
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