Spdr S&p 500 Etf shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $589k | 884 | 666.24 |
| 2025-06-30 | $247k | 400 | 617.85 |
| 2024-12-31 | $234k | 400 | 586.08 |
| 2024-09-30 | $230k | 400 | 573.76 |
| 2024-06-30 | $218k | 400 | 544.22 |
| 2018-03-31 | $60k | 229 | 262.01 |
| 2017-03-31 | $298k | 1.3k | 235.57 |
More positions owned by Jacobson & Schmitt Advisors
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