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
Download as csvQuarterly 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 |