Spdr S&p 500 Etf shares owned by PDS Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.1M | 6.0k | 681.92 |
| 2025-09-30 | $4.0M | 6.0k | 666.18 |
| 2025-06-30 | $3.8M | 6.1k | 617.84 |
| 2025-03-31 | $3.4M | 6.1k | 559.35 |
| 2024-12-31 | $3.5M | 6.1k | 586.09 |
| 2024-09-30 | $3.6M | 6.2k | 573.72 |
| 2024-03-31 | $1.8M | 3.5k | 523.03 |
| 2023-12-31 | $1.7M | 3.5k | 475.26 |
| 2023-09-30 | $1.1M | 2.6k | 427.41 |
| 2023-06-30 | $1.2M | 2.6k | 443.22 |
| 2023-03-31 | $1.2M | 2.9k | 409.34 |
| 2022-12-31 | $985k | 2.6k | 382.44 |
| 2022-09-30 | $916k | 2.6k | 357.12 |
| 2022-06-30 | $994k | 2.6k | 377.09 |
| 2022-03-31 | $1.3M | 2.9k | 451.65 |
| 2021-12-31 | $1.3M | 2.6k | 475.04 |
| 2021-09-30 | $1.1M | 2.5k | 429.08 |
| 2021-06-30 | $1.3M | 3.0k | 427.99 |
| 2021-03-31 | $1.2M | 2.9k | 396.26 |
| 2020-12-31 | $1.1M | 3.0k | 373.70 |
| 2020-09-30 | $844k | 2.5k | 334.92 |
| 2020-06-30 | $975k | 3.2k | 308.25 |
| 2020-03-31 | $857k | 3.3k | 257.74 |
| 2019-12-31 | $1.1M | 3.3k | 321.95 |
| 2019-09-30 | $962k | 3.2k | 296.73 |
| 2019-06-30 | $956k | 3.3k | 293.07 |
| 2019-03-31 | $934k | 3.3k | 282.43 |
| 2018-12-31 | $871k | 3.5k | 250.00 |
| 2018-09-30 | $786k | 2.7k | 290.79 |
| 2018-06-30 | $390k | 1.4k | 271.02 |
| 2018-03-31 | $187k | 710 | 263.38 |