Spdr S&p 500 Etf shares owned by Kozak & Associates
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Kozak & Associates 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 Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $43M | 72k | 591.95 |
| 2024-09-30 | $47M | 80k | 582.30 |
| 2024-06-30 | $45M | 82k | 551.46 |
| 2024-03-31 | $44M | 83k | 528.69 |
| 2023-12-31 | $39M | 83k | 474.93 |
| 2023-09-30 | $41M | 94k | 429.54 |
| 2023-06-30 | $50M | 113k | 443.79 |
| 2023-03-31 | $47M | 114k | 409.39 |
| 2022-12-31 | $43M | 114k | 382.43 |
| 2022-09-30 | $41M | 114k | 357.74 |
| 2022-06-30 | $43M | 114k | 377.25 |
| 2022-03-31 | $48M | 114k | 425.48 |
| 2021-12-31 | $48M | 114k | 425.48 |
| 2021-09-30 | $53M | 113k | 467.43 |
| 2020-12-31 | $43M | 110k | 387.71 |