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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Quarterly reported holdings in Spdr S&p 500 Etf by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 66k | 666.18 |
| 2025-06-30 | $43M | 69k | 617.85 |
| 2025-03-31 | $33M | 58k | 559.39 |
| 2024-12-31 | $33M | 57k | 586.79 |
| 2024-09-30 | $29M | 50k | 573.76 |
| 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 |
More positions owned by Pensionmark Financial Group
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