Spdr S&p 500 Etf shares owned by Lumbard Investment Counseling
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lumbard Investment Counseling
from 13F filings
Historical chart of Lumbard Investment Counseling investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lumbard Investment Counseling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 2.9k | 666.18 |
| 2025-06-30 | $1.8M | 2.9k | 617.85 |
| 2025-03-31 | $1.6M | 2.9k | 559.39 |
| 2024-12-31 | $1.7M | 2.9k | 586.08 |
| 2024-09-30 | $1.7M | 2.9k | 573.76 |
| 2024-06-30 | $1.6M | 2.9k | 544.22 |
| 2024-03-31 | $1.5M | 2.9k | 523.07 |
| 2023-12-31 | $1.4M | 2.9k | 475.31 |
| 2023-09-30 | $1.3M | 2.9k | 427.48 |
| 2023-06-30 | $1.3M | 2.9k | 448.63 |
| 2023-03-31 | $1.3M | 3.1k | 411.99 |
| 2022-12-31 | $1.2M | 3.1k | 382.43 |
| 2022-09-30 | $1.1M | 3.1k | 357.24 |
| 2022-06-30 | $1.8M | 4.9k | 377.17 |
| 2022-03-31 | $1.4M | 3.1k | 451.54 |
| 2021-12-31 | $1.3M | 2.9k | 465.76 |
| 2021-09-30 | $1.2M | 2.9k | 428.92 |
| 2021-06-30 | $1.2M | 2.9k | 427.88 |
| 2021-03-31 | $1.2M | 2.9k | 403.89 |
| 2020-12-31 | $1.1M | 2.9k | 372.61 |
| 2020-09-30 | $340k | 1.0k | 326.30 |
| 2020-06-30 | $231k | 750 | 308.00 |
| 2019-12-31 | $241k | 750 | 321.33 |
| 2019-09-30 | $223k | 750 | 297.33 |
| 2019-06-30 | $220k | 750 | 293.33 |
| 2019-03-31 | $212k | 750 | 282.67 |
| 2018-09-30 | $218k | 750 | 290.67 |
| 2018-06-30 | $203k | 750 | 270.67 |
| 2017-12-31 | $200k | 750 | 266.67 |
| 2015-06-30 | $247k | 1.2k | 205.83 |
More positions owned by Lumbard Investment Counseling
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