Spdr S&p 500 Etf shares owned by Independent Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $52M | 79k | 650.34 |
| 2025-09-30 | $70M | 106k | 666.18 |
| 2025-06-30 | $64M | 103k | 617.85 |
| 2025-03-31 | $52M | 93k | 559.39 |
| 2024-12-31 | $60M | 102k | 586.08 |
| 2024-09-30 | $50M | 87k | 573.77 |
| 2024-06-30 | $45M | 83k | 544.23 |
| 2024-03-31 | $42M | 80k | 523.08 |
| 2023-12-31 | $34M | 72k | 475.31 |
| 2023-09-30 | $26M | 62k | 427.48 |
| 2023-06-30 | $26M | 59k | 443.28 |
| 2023-03-31 | $22M | 55k | 409.39 |
| 2022-12-31 | $20M | 52k | 382.44 |
| 2022-09-30 | $18M | 49k | 357.19 |
| 2022-06-30 | $17M | 46k | 377.26 |
| 2022-03-31 | $19M | 43k | 451.65 |
| 2021-12-31 | $18M | 37k | 474.96 |
| 2021-09-30 | $11M | 26k | 429.15 |
| 2021-06-30 | $11M | 25k | 428.07 |
| 2021-03-31 | $10M | 26k | 396.34 |
| 2020-12-31 | $8.4M | 22k | 373.87 |
| 2020-09-30 | $7.3M | 22k | 334.89 |
| 2020-06-30 | $6.6M | 21k | 308.36 |
| 2020-03-31 | $6.6M | 26k | 257.75 |
More positions owned by Independent Financial Group
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