Spdr S&p 500 Etf shares owned by Evensky & Katz
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.7M | 5.0k | 542.39 |
| 2024-03-31 | $2.4M | 4.5k | 523.02 |
| 2023-12-31 | $2.2M | 4.6k | 475.24 |
| 2023-09-30 | $1.9M | 4.5k | 427.45 |
| 2023-06-30 | $2.0M | 4.4k | 443.39 |
| 2023-03-31 | $1.8M | 4.5k | 409.39 |
| 2022-12-31 | $1.8M | 4.6k | 382.45 |
| 2022-09-30 | $1.6M | 4.6k | 357.17 |
| 2022-06-30 | $1.7M | 4.6k | 377.16 |
| 2022-03-31 | $2.1M | 4.6k | 451.70 |
| 2021-12-31 | $2.0M | 4.2k | 474.99 |
| 2021-09-30 | $1.8M | 4.2k | 429.19 |
| 2021-06-30 | $2.0M | 4.7k | 427.99 |
| 2021-03-31 | $1.9M | 4.8k | 396.30 |
| 2020-12-31 | $1.8M | 4.9k | 373.91 |
| 2020-09-30 | $1.4M | 4.3k | 334.81 |
| 2020-06-30 | $1.3M | 4.3k | 308.28 |
| 2020-03-31 | $1.2M | 4.5k | 257.84 |
| 2019-12-31 | $1.7M | 5.4k | 321.83 |
| 2019-09-30 | $1.6M | 5.5k | 296.79 |
| 2019-06-30 | $1.6M | 5.5k | 293.04 |
| 2019-03-31 | $1.6M | 5.5k | 282.49 |
| 2018-12-31 | $1.4M | 5.5k | 249.91 |
| 2018-09-30 | $1.9M | 6.7k | 290.64 |
| 2018-06-30 | $1.7M | 6.1k | 271.29 |
| 2018-03-31 | $1.0M | 3.9k | 263.06 |
| 2017-12-31 | $1.3M | 4.9k | 266.69 |
| 2017-09-30 | $1.0M | 4.1k | 251.03 |
| 2017-06-30 | $994k | 4.1k | 241.67 |
| 2017-03-31 | $1.1M | 4.7k | 236.29 |
| 2016-12-31 | $793k | 3.5k | 223.57 |
| 2016-09-30 | $810k | 3.7k | 216.17 |
| 2016-06-30 | $942k | 4.5k | 209.43 |
| 2016-03-31 | $1.0M | 4.9k | 205.40 |
| 2015-12-31 | $930k | 4.6k | 203.90 |
| 2015-09-30 | $803k | 4.2k | 191.46 |
| 2015-06-30 | $862k | 4.2k | 205.88 |
| 2015-03-31 | $890k | 4.3k | 206.45 |
| 2014-12-31 | $872k | 4.2k | 205.42 |
| 2014-09-30 | $791k | 4.3k | 184.68 |
| 2014-06-30 | $111k | 567 | 195.77 |
| 2014-03-31 | $105k | 565 | 185.84 |
| 2013-12-31 | $104k | 563 | 184.72 |
| 2013-09-30 | $94k | 562 | 167.26 |
| 2013-06-30 | $89k | 560 | 158.93 |