Spdr S&p 500 Etf shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 920 | 666.20 |
| 2025-06-30 | $568k | 919 | 617.52 |
| 2025-03-31 | $513k | 917 | 559.27 |
| 2024-09-30 | $354k | 616 | 574.10 |
| 2024-06-30 | $335k | 615 | 543.89 |
| 2024-03-31 | $321k | 614 | 523.11 |
| 2023-12-31 | $292k | 613 | 475.56 |
| 2023-09-30 | $262k | 613 | 427.22 |
| 2023-06-30 | $271k | 612 | 443.26 |
| 2023-03-31 | $250k | 611 | 409.60 |
| 2022-12-31 | $286k | 752 | 380.83 |
| 2022-09-30 | $298k | 752 | 396.04 |
| 2022-06-30 | $232k | 570 | 406.55 |
More positions owned by Partners in Financial Planning
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