Spdr S&p 500 Etf shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 19k | 573.75 |
| 2024-06-30 | $11M | 20k | 544.21 |
| 2024-03-31 | $11M | 21k | 523.07 |
| 2023-12-31 | $10M | 22k | 475.31 |
| 2023-09-30 | $9.5M | 22k | 427.48 |
| 2023-06-30 | $9.9M | 22k | 443.27 |
| 2023-03-31 | $9.1M | 22k | 409.38 |
| 2022-12-31 | $8.8M | 23k | 382.43 |
| 2022-09-30 | $8.2M | 23k | 357.19 |
| 2022-06-30 | $8.7M | 23k | 377.23 |
| 2022-03-31 | $10M | 23k | 451.63 |
| 2021-12-31 | $11M | 23k | 474.99 |
| 2021-09-30 | $10M | 24k | 429.15 |
| 2021-06-30 | $10M | 24k | 428.06 |
| 2021-03-31 | $9.4M | 24k | 396.32 |
| 2020-12-31 | $8.9M | 24k | 373.86 |
| 2020-09-30 | $8.3M | 25k | 334.90 |
| 2020-06-30 | $9.2M | 30k | 308.35 |
| 2020-03-31 | $9.7M | 38k | 257.75 |
| 2019-12-31 | $11M | 35k | 321.85 |
| 2019-09-30 | $10M | 35k | 296.76 |
| 2019-06-30 | $11M | 38k | 293.01 |
| 2019-03-31 | $12M | 41k | 282.48 |
| 2018-12-31 | $11M | 42k | 249.93 |
| 2018-09-30 | $11M | 42k | 275.00 |
| 2018-06-30 | $22M | 81k | 275.42 |
| 2018-03-31 | $23M | 85k | 266.92 |
| 2017-12-31 | $26M | 99k | 266.86 |
More positions owned by Personal Resources Investment & Strategic Management
View all positions for Personal Resources Investment & Strategic Management