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Spdr S&p 500 Etf shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment 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 Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 27k 666.17
2025-06-30 $17M 27k 617.85
2025-03-31 $15M 26k 559.38
2024-12-31 $15M 25k 586.07
2024-09-30 $15M 25k 573.76
2024-06-30 $14M 26k 544.21
2024-03-31 $14M 27k 523.07
2023-12-31 $12M 25k 475.31