Spdr S&p 500 Etf shares owned by Planning Alternatives
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 21k | 523.06 |
| 2023-12-31 | $10M | 21k | 475.30 |
| 2023-09-30 | $9.2M | 22k | 427.47 |
| 2023-06-30 | $10M | 23k | 443.27 |
| 2023-03-31 | $9.4M | 23k | 409.38 |
| 2022-12-31 | $8.8M | 23k | 382.42 |
| 2022-09-30 | $8.4M | 24k | 357.19 |
| 2022-06-30 | $8.9M | 24k | 377.25 |
| 2022-03-31 | $11M | 24k | 451.64 |
| 2021-12-31 | $11M | 24k | 474.96 |
| 2021-09-30 | $10M | 24k | 429.15 |
| 2021-06-30 | $10M | 24k | 428.07 |
| 2021-03-31 | $9.7M | 25k | 396.32 |
| 2020-12-31 | $9.2M | 25k | 373.89 |
| 2020-09-30 | $8.4M | 25k | 334.87 |
| 2020-06-30 | $7.8M | 25k | 308.35 |
| 2020-03-31 | $6.8M | 26k | 257.74 |
| 2019-12-31 | $8.6M | 27k | 321.84 |
| 2019-09-30 | $8.6M | 29k | 296.76 |
| 2019-06-30 | $8.9M | 30k | 293.00 |
| 2019-03-31 | $9.3M | 33k | 282.46 |
| 2018-12-31 | $8.8M | 35k | 249.92 |
| 2018-09-30 | $11M | 37k | 290.71 |
| 2018-06-30 | $10M | 38k | 271.27 |
| 2018-03-31 | $11M | 42k | 263.15 |
| 2017-12-31 | $18M | 67k | 266.87 |
| 2017-09-30 | $18M | 72k | 251.22 |
| 2017-06-30 | $18M | 76k | 241.80 |
| 2017-03-31 | $19M | 79k | 235.74 |
| 2016-12-31 | $18M | 79k | 223.53 |
| 2016-09-30 | $18M | 83k | 216.30 |
| 2016-06-30 | $18M | 85k | 209.47 |
| 2016-03-31 | $18M | 87k | 205.52 |
| 2015-12-31 | $18M | 89k | 203.87 |
| 2015-09-30 | $18M | 93k | 191.63 |
| 2015-06-30 | $20M | 95k | 205.85 |
| 2015-03-31 | $20M | 96k | 206.43 |
| 2014-12-31 | $20M | 97k | 205.54 |
| 2014-09-30 | $20M | 99k | 197.02 |
| 2014-06-30 | $19M | 99k | 195.91 |
| 2014-03-31 | $19M | 99k | 187.01 |
| 2013-12-31 | $18M | 102k | 179.22 |