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Spdr S&p 500 Etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $21M 39k 543.96
2024-03-31 $7.0M 7.9k 888.55
2023-12-31 $18M 37k 476.54
2023-09-30 $10M 24k 429.06
2023-06-30 $12M 27k 444.91
2023-03-31 $11M 28k 410.90
2022-12-31 $9.7M 25k 384.10
2022-09-30 $8.6M 24k 358.79
2022-06-30 $9.9M 24k 414.46
2022-03-31 $11M 24k 453.02
2021-12-31 $11M 24k 449.33
2021-09-30 $11M 27k 430.57
2021-06-30 $11M 27k 429.46
2021-03-31 $11M 27k 410.27
2020-12-31 $11M 27k 392.63
2020-09-30 $9.0M 27k 336.24
2020-06-30 $8.8M 26k 337.42
2020-03-31 $7.2M 28k 259.15
2019-12-31 $7.3M 23k 323.45
2019-09-30 $6.7M 22k 298.17
2019-06-30 $6.4M 22k 292.61
2019-03-31 $6.4M 23k 283.70
2018-12-31 $6.8M 25k 274.12