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

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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
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