Spdr S&p 500 Etf shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $38M | 79k | 475.31 |
| 2023-09-30 | $34M | 79k | 427.48 |
| 2023-06-30 | $35M | 79k | 443.28 |
| 2023-03-31 | $33M | 80k | 409.39 |
| 2022-12-31 | $31M | 80k | 382.43 |
| 2022-09-30 | $29M | 81k | 357.18 |
| 2022-06-30 | $31M | 81k | 377.25 |
| 2022-03-31 | $37M | 83k | 451.64 |
| 2021-12-31 | $40M | 85k | 474.96 |
| 2021-09-30 | $37M | 87k | 429.14 |
| 2021-06-30 | $37M | 87k | 428.06 |
| 2021-03-31 | $35M | 87k | 396.33 |
| 2020-12-31 | $34M | 91k | 373.89 |
| 2020-09-30 | $33M | 98k | 334.89 |
| 2020-06-30 | $31M | 101k | 308.36 |
| 2020-03-31 | $27M | 104k | 257.75 |
| 2019-12-31 | $35M | 109k | 321.86 |
| 2019-09-30 | $33M | 111k | 296.77 |
| 2019-06-30 | $33M | 112k | 293.00 |
| 2019-03-31 | $36M | 127k | 282.48 |
| 2018-12-31 | $35M | 140k | 249.92 |
| 2018-09-30 | $40M | 136k | 290.72 |
| 2018-06-30 | $24M | 90k | 271.28 |
| 2018-03-31 | $24M | 92k | 263.15 |
| 2017-12-31 | $25M | 93k | 266.86 |