Spdr S&p 500 Etf shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Joel Isaacson & Co 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 Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $51M | 106k | 475.31 |
| 2023-09-30 | $45M | 105k | 427.48 |
| 2023-06-30 | $46M | 103k | 443.28 |
| 2023-03-31 | $43M | 104k | 409.39 |
| 2022-12-31 | $39M | 101k | 382.43 |
| 2022-09-30 | $32M | 90k | 357.17 |
| 2022-06-30 | $29M | 77k | 377.25 |
| 2022-03-31 | $32M | 72k | 437.97 |
| 2021-12-31 | $34M | 71k | 474.96 |
| 2021-09-30 | $30M | 70k | 429.14 |
| 2021-06-30 | $28M | 66k | 428.06 |
| 2021-03-31 | $26M | 65k | 396.33 |
| 2020-12-31 | $25M | 66k | 373.87 |
| 2020-09-30 | $22M | 67k | 334.89 |
| 2020-06-30 | $20M | 66k | 308.37 |
| 2020-03-31 | $17M | 66k | 257.76 |
| 2019-12-31 | $23M | 72k | 321.87 |
| 2019-09-30 | $20M | 66k | 296.77 |
| 2019-06-30 | $17M | 60k | 293.01 |
| 2019-03-31 | $17M | 60k | 282.48 |
| 2018-12-31 | $16M | 60k | 258.99 |
| 2018-09-30 | $16M | 55k | 290.72 |
| 2018-06-30 | $15M | 54k | 271.28 |
| 2018-03-31 | $14M | 52k | 263.16 |
| 2017-12-31 | $14M | 53k | 266.86 |
| 2017-09-30 | $13M | 53k | 251.22 |
| 2017-06-30 | $13M | 54k | 241.80 |
| 2017-03-31 | $13M | 54k | 235.75 |
| 2016-12-31 | $12M | 53k | 223.54 |
| 2016-09-30 | $12M | 53k | 216.31 |
| 2016-06-30 | $11M | 52k | 209.48 |
| 2016-03-31 | $10M | 49k | 205.52 |
| 2015-12-31 | $10M | 50k | 203.86 |
| 2015-09-30 | $10M | 53k | 191.62 |
| 2015-06-30 | $10M | 49k | 205.84 |
| 2015-03-31 | $9.7M | 47k | 206.42 |
| 2014-12-31 | $9.4M | 46k | 205.53 |
| 2014-09-30 | $7.4M | 38k | 197.02 |
| 2014-06-30 | $6.9M | 35k | 195.73 |
| 2014-03-31 | $480k | 5.0k | 95.28 |
| 2013-12-31 | $5.2M | 28k | 184.68 |
| 2013-09-30 | $4.6M | 27k | 168.03 |
| 2013-06-30 | $4.2M | 26k | 160.43 |
| 2013-03-31 | $4.0M | 26k | 156.67 |
| 2012-12-31 | $1.7M | 12k | 142.39 |