Spdr S&p 500 Etf shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Financial Planning & Information Services 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 |
---|---|---|---|
2024-09-30 | $429k | 747 | 573.76 |
2024-06-30 | $209k | 384 | 544.22 |
2024-03-31 | $369k | 706 | 523.07 |
2023-09-30 | $557k | 1.3k | 427.48 |
2023-06-30 | $577k | 1.3k | 443.28 |
2023-03-31 | $533k | 1.3k | 409.39 |
2022-12-31 | $501k | 1.3k | 382.43 |
2022-09-30 | $468k | 1.3k | 356.98 |
2022-06-30 | $561k | 1.5k | 377.02 |
2022-03-31 | $672k | 1.5k | 451.61 |
2021-12-31 | $704k | 1.5k | 475.03 |
2021-09-30 | $657k | 1.5k | 429.41 |
2021-06-30 | $650k | 1.5k | 427.91 |
2021-03-31 | $611k | 1.5k | 395.98 |
2020-12-31 | $585k | 1.6k | 373.80 |
2020-09-30 | $524k | 1.6k | 335.04 |
2020-06-30 | $515k | 1.7k | 308.57 |
2020-03-31 | $439k | 1.7k | 257.63 |
2019-12-31 | $551k | 1.7k | 322.03 |
2019-09-30 | $508k | 1.7k | 296.90 |
2019-06-30 | $401k | 1.4k | 292.70 |
2019-03-31 | $406k | 1.4k | 282.34 |
2018-12-31 | $373k | 1.5k | 250.17 |
2018-09-30 | $447k | 1.5k | 290.45 |
2018-06-30 | $417k | 1.5k | 271.13 |
2018-03-31 | $405k | 1.5k | 263.33 |
2017-12-31 | $453k | 1.7k | 266.63 |
2017-09-30 | $424k | 1.7k | 251.18 |
2017-06-30 | $421k | 1.7k | 241.95 |
2017-03-31 | $442k | 1.9k | 235.61 |
2016-12-31 | $419k | 1.9k | 223.35 |
2016-09-30 | $406k | 1.9k | 216.42 |
2016-06-30 | $393k | 1.9k | 209.60 |
2016-03-31 | $385k | 1.9k | 205.33 |
2015-12-31 | $382k | 1.9k | 203.73 |
2015-09-30 | $378k | 2.0k | 191.39 |
2015-06-30 | $407k | 2.0k | 206.08 |
2015-03-31 | $436k | 2.1k | 206.64 |
2014-12-31 | $416k | 2.1k | 197.16 |
2014-09-30 | $416k | 2.1k | 197.16 |
2014-06-30 | $447k | 2.3k | 195.97 |
2014-03-31 | $423k | 2.3k | 186.84 |
2013-12-31 | $430k | 2.3k | 184.63 |
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