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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

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Quarterly reported holdings in Spdr S&p 500 Etf by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
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