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Spdr S&p 500 Etf shares owned by Lauterbach Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lauterbach Financial Advisors from 13F filings

Historical chart of Lauterbach Financial Advisors 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 Lauterbach Financial Advisors 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 Lauterbach Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 519 665.98
2025-06-30 $279k 451 617.85
2025-03-31 $252k 451 559.39
2024-12-31 $264k 451 586.08
2024-09-30 $304k 530 573.76
2024-06-30 $282k 530 532.90
2024-03-31 $277k 530 523.07
2023-12-31 $269k 566 475.31
2023-09-30 $239k 560 427.48
2023-06-30 $248k 560 443.28
2023-03-31 $235k 575 409.39
2021-12-31 $201k 424 474.06