Spdr S&p 500 Etf shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.1k | 666.15 |
| 2025-06-30 | $3.5M | 5.7k | 617.90 |
| 2025-03-31 | $3.2M | 5.8k | 559.37 |
| 2024-12-31 | $3.4M | 5.9k | 586.08 |
| 2024-09-30 | $3.6M | 6.2k | 573.76 |
| 2024-06-30 | $3.4M | 6.3k | 544.22 |
| 2024-03-31 | $3.3M | 6.3k | 523.07 |
| 2023-12-31 | $3.1M | 6.5k | 475.31 |
| 2023-09-30 | $2.8M | 6.5k | 427.48 |
| 2023-06-30 | $3.0M | 6.7k | 443.28 |
| 2023-03-31 | $2.7M | 6.6k | 409.39 |
| 2022-12-31 | $2.6M | 6.7k | 382.43 |
| 2022-09-30 | $2.4M | 6.8k | 357.20 |
| 2022-06-30 | $2.6M | 6.8k | 377.29 |
| 2022-03-31 | $3.2M | 7.0k | 451.59 |
| 2021-12-31 | $3.3M | 7.0k | 474.94 |
| 2021-09-30 | $3.1M | 7.1k | 429.17 |
| 2021-06-30 | $3.2M | 7.4k | 428.05 |
| 2021-03-31 | $3.2M | 8.0k | 396.28 |
| 2020-12-31 | $3.0M | 8.0k | 373.83 |
| 2020-09-30 | $2.7M | 8.0k | 334.87 |
| 2020-06-30 | $2.6M | 8.5k | 308.36 |
| 2020-03-31 | $2.5M | 9.9k | 257.72 |
| 2019-12-31 | $2.8M | 8.8k | 321.81 |
| 2019-09-30 | $2.8M | 9.5k | 296.77 |
| 2019-06-30 | $2.8M | 9.6k | 292.97 |
| 2019-03-31 | $2.8M | 9.9k | 282.53 |
| 2018-12-31 | $2.6M | 10k | 249.88 |
| 2018-09-30 | $3.2M | 11k | 290.73 |
| 2018-06-30 | $3.0M | 11k | 271.32 |
| 2018-03-31 | $3.0M | 11k | 263.16 |
| 2017-12-31 | $3.0M | 11k | 266.89 |
| 2017-09-30 | $3.0M | 12k | 251.19 |
| 2017-06-30 | $2.8M | 12k | 241.83 |
| 2017-03-31 | $2.8M | 12k | 235.71 |
| 2016-12-31 | $2.7M | 12k | 223.53 |
| 2016-09-30 | $2.7M | 13k | 214.68 |
| 2016-06-30 | $2.7M | 13k | 209.92 |
| 2016-03-31 | $2.6M | 13k | 206.93 |