Spdr S&p 500 Etf shares owned by Intelligent Financial Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Intelligent Financial Strategies
from 13F filings
Historical chart of Intelligent Financial Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Intelligent Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $816k | 1.2k | 683.78 |
| 2025-09-30 | $798k | 1.2k | 667.88 |
| 2025-06-30 | $740k | 1.2k | 619.49 |
| 2025-03-31 | $670k | 1.2k | 560.98 |
| 2024-12-31 | $702k | 1.2k | 587.93 |
| 2024-09-30 | $687k | 1.2k | 575.40 |
| 2024-06-30 | $652k | 1.2k | 545.87 |
| 2024-03-31 | $626k | 1.2k | 524.56 |
| 2023-12-31 | $570k | 1.2k | 477.12 |
| 2023-09-30 | $512k | 1.2k | 428.98 |
| 2023-06-30 | $531k | 1.2k | 444.83 |
| 2023-03-31 | $491k | 1.2k | 410.82 |
| 2022-12-31 | $459k | 1.2k | 384.14 |
| 2022-09-30 | $426k | 1.2k | 356.78 |
| 2022-06-30 | $450k | 1.2k | 376.88 |
| 2022-03-31 | $539k | 1.2k | 451.42 |
| 2021-12-31 | $567k | 1.2k | 474.87 |
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