Spdr S&p 500 Etf shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $676k | 1.2k | 573.96 |
| 2024-06-30 | $638k | 1.2k | 544.40 |
| 2024-03-31 | $625k | 1.2k | 523.25 |
| 2023-12-31 | $532k | 1.1k | 475.32 |
| 2023-09-30 | $564k | 1.3k | 427.52 |
| 2023-06-30 | $562k | 1.3k | 443.42 |
| 2023-03-31 | $518k | 1.3k | 409.29 |
| 2022-12-31 | $502k | 1.3k | 382.57 |
| 2022-09-30 | $450k | 1.3k | 357.14 |
| 2022-06-30 | $474k | 1.3k | 376.79 |
| 2022-03-31 | $545k | 1.2k | 451.53 |
| 2021-12-31 | $546k | 1.2k | 474.78 |
| 2021-09-30 | $493k | 1.1k | 429.44 |
| 2021-06-30 | $488k | 1.1k | 428.07 |
| 2021-03-31 | $421k | 1.1k | 396.42 |
| 2020-12-31 | $397k | 1.1k | 373.82 |
| 2020-09-30 | $355k | 1.1k | 334.59 |
| 2020-06-30 | $327k | 1.1k | 308.20 |
| 2020-03-31 | $545k | 2.1k | 257.81 |
| 2019-12-31 | $641k | 2.0k | 321.95 |
| 2019-09-30 | $563k | 1.9k | 296.78 |
| 2019-06-30 | $322k | 1.1k | 292.73 |
| 2019-03-31 | $6.8M | 24k | 282.23 |
| 2018-12-31 | $461k | 1.8k | 249.86 |
| 2018-09-30 | $536k | 1.8k | 290.51 |
| 2018-03-31 | $486k | 1.8k | 263.41 |
| 2017-12-31 | $492k | 1.8k | 266.67 |
More positions owned by Holistic Financial Partners
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