Spdr S&p 500 Etf shares owned by Planned Solutions
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 774 | 666.18 |
| 2025-06-30 | $518k | 838 | 617.74 |
| 2025-03-31 | $469k | 838 | 559.15 |
| 2024-12-31 | $489k | 833 | 586.39 |
| 2024-09-30 | $478k | 833 | 573.93 |
| 2024-06-30 | $453k | 833 | 544.25 |
| 2024-03-31 | $436k | 833 | 522.98 |
| 2023-12-31 | $396k | 833 | 475.08 |
| 2023-09-30 | $329k | 770 | 427.48 |
| 2023-06-30 | $344k | 776 | 443.28 |
| 2023-03-31 | $308k | 751 | 409.39 |
| 2022-12-31 | $287k | 751 | 382.43 |
| 2022-06-30 | $203k | 537 | 378.03 |
| 2022-03-31 | $243k | 537 | 452.51 |
| 2021-12-31 | $255k | 537 | 474.86 |
| 2021-06-30 | $230k | 537 | 428.31 |
| 2021-03-31 | $213k | 537 | 396.65 |
| 2020-12-31 | $201k | 537 | 374.30 |
| 2020-09-30 | $348k | 1.0k | 334.94 |