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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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Quarterly reported holdings in Spdr S&p 500 Etf by Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
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