Spdr S&p 500 Etf shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 964 | 666.43 |
| 2025-06-30 | $596k | 964 | 618.07 |
| 2025-03-31 | $546k | 976 | 559.51 |
| 2024-12-31 | $664k | 1.1k | 586.12 |
| 2024-09-30 | $663k | 1.2k | 573.73 |
| 2024-06-30 | $641k | 1.2k | 544.13 |
| 2024-03-31 | $669k | 1.3k | 522.94 |
| 2023-12-31 | $597k | 1.3k | 475.31 |
| 2023-09-30 | $551k | 1.3k | 427.48 |
| 2023-06-30 | $571k | 1.3k | 443.28 |
| 2023-03-31 | $556k | 1.4k | 409.39 |
| 2022-12-31 | $519k | 1.4k | 382.43 |
| 2022-09-30 | $504k | 1.4k | 357.45 |
| 2022-06-30 | $530k | 1.4k | 376.96 |
| 2022-03-31 | $601k | 1.3k | 451.54 |
| 2021-12-31 | $616k | 1.3k | 475.31 |
| 2021-09-30 | $641k | 1.5k | 429.05 |
| 2021-06-30 | $574k | 1.3k | 428.04 |
| 2021-03-31 | $547k | 1.4k | 396.66 |
| 2020-12-31 | $787k | 2.1k | 373.96 |
| 2020-09-30 | $828k | 2.5k | 334.55 |
| 2020-06-30 | $1.6M | 5.3k | 308.33 |
| 2020-03-31 | $1.5M | 5.9k | 257.86 |
| 2019-12-31 | $412k | 1.3k | 321.88 |
| 2019-09-30 | $452k | 1.5k | 296.78 |