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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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Quarterly reported holdings in Spdr S&p 500 Etf by Epstein & White Financial

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