Spdr S&p 500 Etf shares owned by Lake Street Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial 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 Lake Street Financial 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 Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 21k | 523.08 |
| 2023-12-31 | $10M | 21k | 475.31 |
| 2023-09-30 | $8.9M | 21k | 428.52 |
| 2023-06-30 | $8.7M | 20k | 443.28 |
| 2023-03-31 | $8.1M | 20k | 409.39 |
| 2022-12-31 | $7.7M | 20k | 382.46 |
| 2022-09-30 | $8.5M | 24k | 357.18 |
| 2022-06-30 | $9.0M | 24k | 377.27 |
| 2022-03-31 | $7.8M | 17k | 451.64 |
| 2021-12-31 | $11M | 23k | 474.97 |
| 2021-09-30 | $3.3M | 7.8k | 429.02 |
| 2021-06-30 | $1.4M | 3.2k | 430.48 |
| 2021-03-31 | $1.2M | 3.1k | 396.48 |
| 2020-12-31 | $1.3M | 3.4k | 374.00 |
| 2020-09-30 | $1.1M | 3.4k | 335.01 |
| 2020-06-30 | $1.1M | 3.6k | 308.21 |
| 2020-03-31 | $1.4M | 5.3k | 257.75 |
| 2019-12-31 | $1.5M | 4.6k | 321.90 |
| 2019-09-30 | $1.3M | 4.5k | 296.76 |
| 2019-06-30 | $1.4M | 4.9k | 293.08 |
| 2019-03-31 | $1.5M | 5.2k | 282.43 |