Spdr S&p 500 Etf shares owned by LVZ Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ 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 LVZ Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $614k | 1.1k | 573.76 |
| 2024-06-30 | $591k | 1.1k | 544.22 |
| 2024-03-31 | $568k | 1.1k | 523.07 |
| 2023-12-31 | $495k | 1.0k | 475.31 |
| 2023-09-30 | $379k | 887 | 427.48 |
| 2023-06-30 | $409k | 922 | 443.28 |
| 2023-03-31 | $424k | 1.0k | 409.29 |
| 2022-12-31 | $395k | 1.0k | 382.43 |
| 2021-12-31 | $547k | 1.2k | 475.24 |
| 2021-09-30 | $376k | 876 | 429.22 |
| 2021-06-30 | $227k | 531 | 427.50 |
| 2021-03-31 | $495k | 1.2k | 396.63 |
| 2020-12-31 | $575k | 1.5k | 373.86 |
| 2020-09-30 | $769k | 2.3k | 335.08 |
| 2020-06-30 | $932k | 3.0k | 308.51 |