Spdr S&p 500 Etf shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen 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 Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 28k | 670.30 |
| 2025-06-30 | $17M | 27k | 617.86 |
| 2025-03-31 | $16M | 29k | 559.39 |
| 2024-12-31 | $16M | 27k | 586.08 |
| 2024-09-30 | $14M | 25k | 573.76 |
| 2024-06-30 | $14M | 25k | 542.00 |
| 2024-03-31 | $23M | 44k | 523.07 |
| 2023-12-31 | $11M | 23k | 475.31 |
| 2023-09-30 | $9.6M | 23k | 427.48 |
| 2023-06-30 | $10M | 23k | 446.01 |
| 2023-03-31 | $6.9M | 17k | 409.38 |
| 2022-12-31 | $5.0M | 13k | 398.51 |
| 2022-09-30 | $4.9M | 14k | 357.20 |
| 2022-06-30 | $5.2M | 14k | 377.25 |
| 2022-03-31 | $6.1M | 14k | 451.64 |
| 2021-12-31 | $6.1M | 13k | 474.92 |
| 2021-09-30 | $5.1M | 12k | 429.12 |
| 2021-03-31 | $1.5M | 3.8k | 396.28 |
| 2020-12-31 | $2.3M | 6.1k | 373.81 |
More positions owned by Kaizen Financial Strategies
View all positions for Kaizen Financial Strategies