Spdr S&p 500 Etf shares owned by Planning Directions
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 513 | 666.18 |
| 2025-06-30 | $317k | 513 | 617.85 |
| 2025-03-31 | $4.3M | 7.6k | 559.41 |
| 2024-12-31 | $366k | 625 | 585.98 |
| 2024-09-30 | $358k | 625 | 573.36 |
| 2024-06-30 | $340k | 624 | 544.40 |
| 2024-03-31 | $326k | 624 | 522.95 |
| 2023-12-31 | $296k | 623 | 475.63 |
| 2023-09-30 | $266k | 623 | 426.97 |
| 2023-06-30 | $227k | 513 | 442.50 |
| 2023-03-31 | $280k | 684 | 409.36 |
| 2022-12-31 | $261k | 684 | 381.58 |
| 2022-09-30 | $244k | 683 | 357.25 |
| 2022-06-30 | $257k | 682 | 376.83 |