Spdr S&p 500 Etf shares owned by Roth Financial Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 58k | 523.08 |
| 2023-12-31 | $28M | 59k | 475.41 |
| 2023-09-30 | $26M | 61k | 427.55 |
| 2023-06-30 | $28M | 63k | 442.91 |
| 2023-03-31 | $26M | 64k | 408.99 |
| 2022-12-31 | $25M | 64k | 382.50 |
| 2022-09-30 | $23M | 65k | 357.57 |
| 2022-06-30 | $23M | 61k | 377.45 |
| 2022-03-31 | $26M | 58k | 452.10 |
| 2021-12-31 | $27M | 58k | 475.04 |
| 2021-09-30 | $24M | 57k | 429.42 |
| 2021-06-30 | $24M | 56k | 428.04 |
| 2021-03-31 | $21M | 53k | 396.24 |
| 2020-12-31 | $18M | 49k | 373.86 |