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Spdr S&p 500 Etf shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by P.J. Schmidt Investment Management 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 P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 460 666.18
2025-06-30 $300k 485 617.85
2025-03-31 $291k 520 559.39
2024-12-31 $334k 570 586.08
2024-09-30 $363k 632 573.76