Francis Financial »

Spdr S&p 500 Etf shares owned by Francis Financial

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Francis Financial from 13F filings

Historical chart of Francis Financial investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Francis Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 651 666.18
2025-06-30 $402k 651 617.85
2025-03-31 $364k 651 559.39
2024-12-31 $402k 685 586.08
2024-09-30 $1.3M 2.2k 573.76
2024-06-30 $1.2M 2.2k 544.22
2024-03-31 $1.2M 2.2k 523.07
2023-12-31 $1.1M 2.3k 475.31
2023-09-30 $973k 2.3k 427.48
2023-06-30 $803k 1.8k 443.28
2023-03-31 $741k 1.8k 409.39
2022-12-31 $693k 1.8k 382.43