Spdr S&p 500 Etf shares owned by Financeware
Historical chart of Financeware investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Financeware 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 Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $801k | 1.2k | 681.92 |
| 2025-09-30 | $783k | 1.2k | 666.18 |
| 2025-06-30 | $726k | 1.2k | 617.85 |
| 2025-03-31 | $657k | 1.2k | 559.39 |
| 2024-12-31 | $233k | 397 | 586.08 |
| 2023-06-30 | $207k | 466 | 443.28 |
| 2021-03-31 | $149k | 377 | 395.23 |
| 2020-03-31 | $132k | 511 | 258.32 |
| 2019-12-31 | $270k | 839 | 321.81 |
| 2019-09-30 | $289k | 973 | 297.02 |
| 2019-06-30 | $223k | 760 | 293.42 |
| 2019-03-31 | $215k | 760 | 282.89 |
| 2018-12-31 | $666k | 2.7k | 250.00 |
| 2018-09-30 | $820k | 2.8k | 290.78 |
| 2018-06-30 | $802k | 3.0k | 271.13 |
| 2018-03-31 | $877k | 3.3k | 263.21 |
| 2017-12-31 | $1.3M | 4.7k | 266.95 |
| 2017-09-30 | $1.6M | 6.2k | 251.16 |
| 2017-06-30 | $1.5M | 6.3k | 241.78 |
| 2017-03-31 | $1.5M | 6.2k | 235.75 |
| 2016-12-31 | $1.1M | 5.1k | 223.57 |
| 2016-09-30 | $844k | 3.9k | 216.30 |
| 2016-06-30 | $765k | 3.7k | 209.47 |
| 2016-03-31 | $667k | 3.2k | 205.61 |
| 2015-12-31 | $665k | 3.3k | 203.99 |
| 2015-09-30 | $1.2M | 6.2k | 191.57 |
| 2015-06-30 | $952k | 4.6k | 205.79 |
| 2015-03-31 | $3.0M | 14k | 206.44 |
| 2014-12-31 | $737k | 3.6k | 205.52 |
| 2014-09-30 | $437k | 2.2k | 196.94 |
| 2014-06-30 | $443k | 2.3k | 195.67 |
| 2014-03-31 | $430k | 2.3k | 186.79 |
| 2013-12-31 | $518k | 2.8k | 184.54 |
| 2013-09-30 | $480k | 2.9k | 168.01 |
| 2013-06-30 | $457k | 2.8k | 160.52 |