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Spdr S&p 500 Etf shares owned by Plotkin Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Plotkin Financial Advisors from 13F filings

Historical chart of Plotkin Financial Advisors 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 Plotkin Financial Advisors 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 Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 9.8k 666.18
2025-06-30 $5.6M 9.1k 617.85
2025-03-31 $4.9M 8.7k 559.39
2024-12-31 $4.8M 8.2k 586.08
2024-09-30 $4.4M 7.6k 573.76
2024-06-30 $3.7M 6.7k 544.22
2024-03-31 $3.1M 5.9k 523.07
2023-12-31 $2.5M 5.2k 475.31
2023-09-30 $1.8M 4.1k 427.48
2023-06-30 $1.5M 3.3k 443.28
2023-03-31 $1.3M 3.1k 409.39
2022-12-31 $1.2M 3.0k 382.43
2022-09-30 $1.2M 3.5k 357.18
2022-06-30 $988k 2.6k 377.25
2022-03-31 $994k 2.2k 451.64
2021-12-31 $1.2M 2.4k 474.96
2021-09-30 $1.4M 3.2k 429.14
2021-06-30 $1.3M 3.1k 428.06
2021-03-31 $960k 2.4k 396.33
2020-12-31 $1.3M 3.4k 373.88
2020-09-30 $1.1M 3.3k 334.89
2020-06-30 $1.1M 3.6k 308.36
2020-03-31 $831k 3.2k 257.75
2019-12-31 $1.1M 3.5k 321.86