Spdr S&p 500 Etf shares owned by Holistic Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.1k | 666.22 |
| 2025-06-30 | $3.9M | 6.3k | 617.83 |
| 2025-03-31 | $4.0M | 7.2k | 559.38 |
| 2024-12-31 | $2.1M | 3.6k | 586.08 |
| 2024-09-30 | $2.1M | 3.6k | 573.76 |
| 2024-06-30 | $1.8M | 3.5k | 523.07 |
| 2024-03-31 | $1.8M | 3.5k | 523.07 |