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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Intelligent Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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