Spdr S&p 500 Etf shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 14k | 666.17 |
| 2025-06-30 | $8.7M | 14k | 617.84 |
| 2025-03-31 | $8.2M | 15k | 559.38 |
| 2024-12-31 | $8.6M | 15k | 586.07 |
| 2024-09-30 | $8.5M | 15k | 573.75 |
| 2024-06-30 | $8.0M | 15k | 544.21 |
| 2024-03-31 | $8.5M | 15k | 573.75 |
| 2023-12-31 | $7.3M | 15k | 475.30 |