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Spdr S&p 500 Etf shares owned by Epic Trust Investment Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Epic Trust Investment Advisors from 13F filings

Historical chart of Epic Trust Investment Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Epic Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 21k 544.22
2024-03-31 $9.5M 18k 523.08
2023-12-31 $8.4M 18k 475.31
2023-09-30 $6.9M 16k 427.47
2023-06-30 $7.8M 18k 443.28
2023-03-31 $7.7M 19k 409.40
2022-12-31 $6.5M 17k 382.46
2022-09-30 $7.1M 20k 357.21
2022-06-30 $6.5M 17k 377.25
2022-03-31 $9.1M 20k 451.65
2021-12-31 $10M 21k 474.99