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Spdr S&p 500 Etf shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 5.0k 573.79
2024-06-30 $2.5M 4.6k 544.17
2024-03-31 $2.3M 4.4k 523.02
2023-12-31 $2.6M 5.4k 475.29
2023-09-30 $3.2M 7.5k 427.48
2023-06-30 $3.4M 7.8k 443.31
2023-03-31 $1.5M 3.7k 409.40
2022-12-31 $1.2M 3.2k 382.44
2022-09-30 $1.2M 3.4k 357.33
2022-06-30 $1.4M 3.6k 377.21
2022-03-31 $1.5M 3.4k 451.56
2021-12-31 $1.7M 3.7k 474.82
2021-09-30 $1.7M 3.9k 429.13
2021-06-30 $1.7M 4.0k 428.04
2021-03-31 $1.5M 3.8k 396.36
2020-12-31 $1.3M 3.3k 373.88
2020-09-30 $1.1M 3.3k 334.97
2020-06-30 $1.1M 3.5k 308.50
2020-03-31 $951k 3.7k 257.65
2019-12-31 $1.0M 3.2k 322.01
2019-09-30 $810k 2.7k 296.92
2019-06-30 $590k 2.0k 296.48
2019-03-31 $363k 1.3k 282.27
2018-12-31 $332k 1.3k 249.62
2018-09-30 $127k 437 290.62
2018-06-30 $24k 87 275.86
2018-03-31 $269k 1.0k 257.91
2017-12-31 $281k 1.0k 273.61
2017-09-30 $248k 978 253.58
2017-06-30 $221k 910 242.86
2017-03-31 $180k 766 234.99
2016-12-31 $187k 826 226.39

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
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