Spdr S&p 500 Etf shares owned by Gradient Investments
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.2k | 666.18 |
| 2025-06-30 | $503k | 814 | 618.05 |
| 2025-03-31 | $520k | 929 | 559.47 |
| 2024-12-31 | $892k | 1.5k | 586.08 |
| 2024-09-30 | $576k | 1.0k | 573.50 |
| 2024-06-30 | $812k | 1.5k | 544.06 |
| 2024-03-31 | $854k | 1.6k | 522.95 |
| 2023-12-31 | $2.5M | 5.3k | 475.29 |
| 2023-09-30 | $1.9M | 4.3k | 427.51 |
| 2023-06-30 | $1.6M | 3.5k | 443.28 |
| 2023-03-31 | $807k | 2.0k | 409.35 |
| 2022-12-31 | $809k | 2.1k | 382.35 |
| 2022-09-30 | $1.1M | 3.0k | 357.29 |
| 2022-06-30 | $1.2M | 3.1k | 377.29 |
| 2022-03-31 | $1.3M | 2.9k | 451.76 |
| 2021-12-31 | $418M | 879k | 474.96 |
| 2021-09-30 | $380M | 886k | 429.14 |
| 2021-06-30 | $1.3M | 2.9k | 428.18 |
| 2021-03-31 | $1.7M | 4.3k | 396.32 |
| 2020-12-31 | $301M | 898k | 334.89 |
| 2020-09-30 | $304M | 908k | 334.89 |
| 2020-06-30 | $287M | 929k | 308.36 |
| 2020-03-31 | $245M | 950k | 257.75 |
| 2019-12-31 | $338M | 1.1M | 321.86 |
| 2019-09-30 | $1.6M | 5.2k | 296.82 |
| 2019-06-30 | $1.7M | 5.9k | 292.95 |
| 2019-03-31 | $1.1M | 3.9k | 282.59 |
| 2018-12-31 | $1.7M | 6.6k | 249.92 |
| 2018-09-30 | $409M | 1.4M | 290.72 |
| 2018-06-30 | $915k | 3.4k | 271.19 |
| 2018-03-31 | $1.2M | 4.5k | 263.10 |
| 2017-12-31 | $899k | 3.4k | 267.00 |
| 2017-09-30 | $2.2M | 8.7k | 251.27 |
| 2017-06-30 | $2.8M | 12k | 241.80 |
| 2017-03-31 | $2.6M | 11k | 235.71 |
| 2016-12-31 | $2.5M | 11k | 223.54 |
| 2016-09-30 | $2.5M | 12k | 216.30 |
| 2016-06-30 | $2.5M | 12k | 209.51 |
| 2016-03-31 | $2.9M | 14k | 205.53 |
| 2015-12-31 | $3.4M | 17k | 203.88 |
| 2015-09-30 | $3.6M | 19k | 191.64 |
| 2015-06-30 | $4.5M | 22k | 205.84 |
| 2015-03-31 | $5.0M | 24k | 206.44 |
| 2014-12-31 | $5.6M | 27k | 205.55 |
| 2014-09-30 | $9.5M | 48k | 197.01 |
| 2014-06-30 | $11M | 54k | 195.72 |
| 2014-03-31 | $11M | 60k | 187.01 |
| 2013-12-31 | $13M | 68k | 184.69 |
| 2013-09-30 | $13M | 78k | 168.00 |
| 2013-06-30 | $13M | 82k | 160.43 |