Spdr S&p 500 Etf shares owned by Herold Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 596 | 666.18 |
| 2025-06-30 | $644k | 1.0k | 617.67 |
| 2025-03-31 | $501k | 894 | 559.89 |
| 2024-12-31 | $524k | 893 | 586.65 |
| 2024-09-30 | $498k | 868 | 573.76 |
| 2024-06-30 | $299k | 549 | 544.22 |
| 2024-03-31 | $287k | 549 | 523.07 |
| 2023-12-31 | $261k | 549 | 475.31 |
| 2023-09-30 | $235k | 549 | 427.48 |
| 2023-06-30 | $239k | 539 | 443.28 |
| 2022-03-31 | $120k | 266 | 451.64 |
| 2021-09-30 | $114k | 266 | 428.57 |