Spdr S&p 500 Etf shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 27k | 666.18 |
| 2025-06-30 | $17M | 27k | 617.85 |
| 2025-03-31 | $15M | 27k | 559.39 |
| 2024-12-31 | $16M | 27k | 586.08 |
| 2024-09-30 | $16M | 27k | 573.76 |
| 2024-06-30 | $15M | 27k | 544.22 |
| 2024-03-31 | $14M | 27k | 523.07 |
| 2023-12-31 | $13M | 27k | 475.31 |
| 2023-09-30 | $12M | 27k | 427.48 |
| 2023-06-30 | $12M | 27k | 443.28 |
| 2023-03-31 | $11M | 28k | 409.39 |
| 2022-12-31 | $11M | 28k | 382.43 |
| 2022-09-30 | $9.9M | 28k | 357.18 |
| 2022-06-30 | $11M | 28k | 377.25 |
| 2022-03-31 | $14M | 31k | 452.92 |
| 2021-12-31 | $15M | 32k | 474.94 |
| 2021-09-30 | $12M | 28k | 429.12 |
| 2021-06-30 | $12M | 29k | 428.04 |
| 2021-03-31 | $9.4M | 24k | 396.34 |
| 2020-12-31 | $8.9M | 24k | 373.90 |
| 2020-09-30 | $8.0M | 24k | 334.89 |
| 2020-06-30 | $7.3M | 24k | 308.35 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC