Spdr S&p 500 Etf shares owned by Fiduciary Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 9.5k | 666.18 |
| 2025-06-30 | $5.9M | 9.5k | 617.86 |
| 2025-03-31 | $5.4M | 9.7k | 559.37 |
| 2024-12-31 | $6.2M | 11k | 586.05 |
| 2024-09-30 | $6.8M | 12k | 573.78 |
| 2024-06-30 | $6.3M | 12k | 544.22 |
| 2024-03-31 | $6.1M | 12k | 523.08 |
| 2023-12-31 | $5.2M | 11k | 475.30 |
| 2023-09-30 | $423k | 989 | 427.64 |
| 2021-09-30 | $264k | 616 | 428.57 |
| 2021-06-30 | $346k | 809 | 427.69 |
| 2021-03-31 | $320k | 807 | 396.53 |
| 2020-12-31 | $301k | 805 | 373.91 |
| 2020-09-30 | $269k | 802 | 335.41 |
| 2019-12-31 | $7.7k | 3.9k | 2.00 |