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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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All positions including Spdr S&p 500 Etf held by Litman Gregory Asset Management 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
Spdr Ser Tr Portfolio Short (SPSB)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Litman Gregory Asset Management

Top funds holding Spdr S&p 500 Etf

Jane Street
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Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf