Spdr S&p 500 Etf shares owned by Kuehl Shepherd Kozlowski & Associates
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kuehl Shepherd Kozlowski & Associates
from 13F filings
Historical chart of Kuehl Shepherd Kozlowski & Associates investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Kuehl Shepherd Kozlowski & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 5.0k | 666.13 |
| 2025-06-30 | $3.2M | 5.1k | 624.06 |
| 2025-03-31 | $2.7M | 4.9k | 537.64 |
| 2024-12-31 | $3.0M | 5.1k | 580.51 |
| 2024-09-30 | $2.9M | 5.1k | 568.65 |
| 2024-06-30 | $2.8M | 5.1k | 544.25 |
| 2024-03-31 | $2.8M | 5.4k | 523.10 |
| 2023-12-31 | $2.8M | 5.8k | 487.39 |
| 2023-09-30 | $2.5M | 5.8k | 431.53 |
| 2023-06-30 | $2.6M | 5.8k | 455.46 |
| 2023-03-31 | $2.1M | 5.3k | 405.15 |
| 2022-12-31 | $2.2M | 5.3k | 406.48 |
| 2022-09-30 | $2.1M | 5.5k | 371.07 |
| 2022-06-30 | $2.5M | 6.2k | 398.81 |
| 2022-03-31 | $4.2M | 9.5k | 438.29 |
| 2021-12-31 | $5.7M | 12k | 474.98 |
| 2021-09-30 | $982k | 2.2k | 446.97 |
| 2021-06-30 | $946k | 2.2k | 430.98 |
| 2021-03-31 | $910k | 2.2k | 406.61 |
| 2020-12-31 | $819k | 2.2k | 373.97 |
| 2020-09-30 | $2.4M | 7.1k | 334.89 |
| 2020-06-30 | $674k | 2.2k | 308.47 |
| 2020-03-31 | $562k | 2.2k | 257.56 |
| 2019-12-31 | $701k | 2.2k | 321.71 |
| 2019-09-30 | $664k | 2.2k | 296.96 |
| 2019-06-30 | $202k | 688 | 293.60 |
| 2018-12-31 | $354k | 1.2k | 290.64 |
| 2018-09-30 | $354k | 1.2k | 290.64 |
| 2018-06-30 | $329k | 1.2k | 271.23 |
| 2018-03-31 | $323k | 1.2k | 262.82 |
| 2017-12-31 | $293k | 1.1k | 266.85 |
| 2017-09-30 | $285k | 1.1k | 251.32 |
| 2017-06-30 | $297k | 1.2k | 241.46 |
| 2017-03-31 | $279k | 1.2k | 235.44 |
| 2016-12-31 | $206k | 923 | 223.19 |
| 2016-06-30 | $229k | 1.1k | 209.90 |
| 2016-03-31 | $233k | 1.1k | 205.47 |
| 2015-12-31 | $224k | 1.1k | 204.38 |
| 2015-09-30 | $213k | 1.1k | 191.72 |
| 2015-06-30 | $221k | 1.1k | 206.16 |
| 2015-03-31 | $234k | 1.1k | 206.71 |
| 2014-12-31 | $344k | 1.7k | 205.25 |
| 2014-09-30 | $332k | 1.7k | 197.15 |
| 2014-06-30 | $328k | 1.7k | 195.82 |
| 2014-03-31 | $339k | 1.8k | 186.78 |
| 2013-12-31 | $341k | 1.8k | 184.42 |
| 2013-09-30 | $309k | 1.8k | 168.03 |
| 2013-06-30 | $334k | 2.1k | 160.50 |
More positions owned by Kuehl Shepherd Kozlowski & Associates
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