Spdr S&p 500 Etf shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 5.7k | 666.19 |
| 2025-06-30 | $3.5M | 5.6k | 617.86 |
| 2025-03-31 | $4.5M | 8.0k | 559.39 |
| 2024-12-31 | $5.8M | 9.8k | 586.07 |
| 2024-09-30 | $4.1M | 7.2k | 573.80 |
| 2024-06-30 | $4.1M | 7.5k | 544.24 |
| 2024-03-31 | $3.9M | 7.4k | 523.08 |
| 2023-12-31 | $3.4M | 7.1k | 475.31 |
| 2023-09-30 | $3.6M | 8.5k | 427.46 |
| 2023-06-30 | $3.8M | 8.6k | 443.29 |
| 2023-03-31 | $3.6M | 8.7k | 409.39 |
| 2022-12-31 | $3.3M | 8.7k | 382.41 |
| 2022-09-30 | $3.3M | 9.2k | 357.14 |
| 2022-06-30 | $3.6M | 9.5k | 377.21 |
| 2022-03-31 | $4.3M | 9.6k | 451.68 |
| 2021-12-31 | $4.4M | 9.3k | 474.95 |
| 2021-09-30 | $3.9M | 9.2k | 429.13 |
| 2021-06-30 | $4.0M | 9.2k | 428.01 |
| 2021-03-31 | $4.5M | 11k | 396.33 |
| 2020-12-31 | $4.2M | 11k | 373.92 |
| 2020-09-30 | $3.3M | 9.9k | 334.84 |
| 2020-06-30 | $2.6M | 8.3k | 308.39 |
| 2020-03-31 | $2.3M | 8.9k | 257.79 |
| 2019-12-31 | $3.7M | 12k | 321.90 |
| 2019-09-30 | $2.9M | 9.8k | 296.78 |
More positions owned by Donaldson Capital Management
Home Depot (HD)
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