Spdr S&p 500 Etf shares owned by Planning Center
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $790k | 1.5k | 523.07 |
| 2023-12-31 | $715k | 1.5k | 475.31 |
| 2023-09-30 | $405k | 947 | 427.48 |
| 2023-06-30 | $420k | 947 | 443.28 |
| 2023-03-31 | $296k | 716 | 413.47 |
| 2022-12-31 | $310k | 811 | 382.43 |
| 2022-09-30 | $229k | 641 | 357.25 |
| 2022-06-30 | $246k | 641 | 383.78 |
| 2022-03-31 | $427k | 946 | 451.37 |
| 2021-12-31 | $423k | 926 | 456.80 |