Spdr S&p 500 Etf shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Litman Gregory Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 10k | 666.21 |
| 2025-06-30 | $6.3M | 10k | 617.87 |
| 2025-03-31 | $5.7M | 10k | 559.41 |
| 2024-12-31 | $5.5M | 9.4k | 586.10 |
| 2024-09-30 | $5.1M | 8.9k | 573.79 |
| 2024-06-30 | $3.0M | 5.4k | 544.20 |
| 2024-03-31 | $2.8M | 5.4k | 523.05 |
| 2023-12-31 | $2.6M | 5.4k | 475.29 |
| 2023-09-30 | $2.2M | 5.3k | 427.46 |
| 2023-06-30 | $2.3M | 5.2k | 443.26 |
| 2022-12-31 | $2.3M | 5.9k | 382.41 |
| 2022-09-30 | $2.1M | 6.0k | 357.11 |
| 2022-06-30 | $2.5M | 6.7k | 377.17 |
| 2021-12-31 | $3.0M | 6.3k | 474.94 |
| 2021-09-30 | $2.7M | 6.3k | 429.18 |
| 2021-06-30 | $2.6M | 2.6k | 1000.00 |
| 2021-03-31 | $2.5M | 6.2k | 396.31 |
| 2020-12-31 | $2.3M | 6.1k | 373.85 |
| 2020-09-30 | $2.0M | 6.1k | 334.91 |
| 2020-06-30 | $1.9M | 6.1k | 308.41 |
| 2020-03-31 | $1.6M | 6.1k | 257.69 |
| 2019-12-31 | $2.0M | 6.4k | 321.89 |
| 2019-09-30 | $1.7M | 5.9k | 296.83 |
| 2019-06-30 | $1.7M | 5.9k | 293.07 |
| 2019-03-31 | $1.6M | 5.8k | 282.43 |
| 2018-12-31 | $1.5M | 5.8k | 250.00 |
| 2018-09-30 | $1.2M | 4.3k | 290.63 |
| 2018-06-30 | $1.1M | 3.9k | 271.23 |
| 2018-03-31 | $1.0M | 3.9k | 263.25 |
| 2017-12-31 | $1.0M | 3.9k | 266.86 |
| 2017-09-30 | $976k | 3.9k | 251.16 |
| 2017-06-30 | $885k | 3.7k | 241.87 |
| 2017-03-31 | $863k | 3.7k | 235.86 |
| 2016-12-31 | $818k | 3.7k | 223.56 |
| 2016-09-30 | $696k | 3.2k | 216.42 |
| 2016-06-30 | $631k | 3.0k | 209.56 |
| 2016-03-31 | $102k | 495 | 206.06 |
More positions owned by Litman Gregory Asset Management
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