Spdr S&p 500 Etf shares owned by Helen Stephens Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Helen Stephens Group
from 13F filings
Historical chart of Helen Stephens Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 14k | 666.18 |
| 2025-06-30 | $8.5M | 14k | 617.86 |
| 2025-03-31 | $7.5M | 13k | 559.40 |
| 2024-12-31 | $6.2M | 11k | 586.09 |
| 2024-09-30 | $5.9M | 10k | 573.76 |
| 2024-06-30 | $5.1M | 9.4k | 544.22 |
| 2024-03-31 | $4.7M | 9.0k | 523.08 |
| 2023-12-31 | $4.4M | 9.2k | 475.29 |
| 2023-09-30 | $4.0M | 9.4k | 427.48 |
| 2023-06-30 | $4.1M | 9.4k | 443.27 |
| 2023-03-31 | $4.0M | 9.8k | 409.38 |
| 2022-12-31 | $3.5M | 9.2k | 382.42 |
| 2022-09-30 | $3.3M | 9.4k | 357.22 |
| 2022-06-30 | $3.5M | 9.4k | 377.21 |
| 2022-03-31 | $4.2M | 9.4k | 451.66 |
| 2021-12-31 | $4.5M | 9.4k | 474.91 |