Spdr S&p 500 Etf shares owned by Epstein & White Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Epstein & White Financial consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-06-30 | $748k | 1.8k | 427.18 |
2021-03-31 | $693k | 1.8k | 394.87 |
2020-12-31 | $600k | 1.6k | 373.83 |
2020-09-30 | $535k | 1.6k | 333.96 |
2020-06-30 | $499k | 1.6k | 307.46 |
2020-03-31 | $415k | 1.6k | 256.49 |
2019-12-31 | $736k | 2.3k | 322.24 |
2019-09-30 | $799k | 2.7k | 296.36 |
2019-06-30 | $855k | 2.9k | 291.91 |
2019-03-31 | $820k | 2.9k | 282.66 |
2018-12-31 | $771k | 3.1k | 249.03 |
2018-09-30 | $1.1M | 3.7k | 291.16 |
2018-06-30 | $1.2M | 4.4k | 271.84 |
2018-03-31 | $1.1M | 4.3k | 263.33 |
2017-12-31 | $1.2M | 4.4k | 278.04 |