Spdr S&p 500 Etf shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 7.1k | 523.07 |
| 2023-09-30 | $2.9M | 6.7k | 427.42 |
| 2023-06-30 | $3.0M | 6.8k | 443.21 |
| 2023-03-31 | $2.8M | 6.8k | 409.33 |
| 2022-12-31 | $2.4M | 6.7k | 357.13 |
| 2022-09-30 | $2.4M | 6.7k | 357.20 |
| 2022-06-30 | $2.5M | 6.7k | 376.91 |
| 2022-03-31 | $3.0M | 6.7k | 451.27 |
| 2021-12-31 | $3.2M | 6.7k | 474.51 |