Spdr S&p 500 Etf shares owned by Roundview Capital
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 666.16 |
| 2025-06-30 | $9.2M | 15k | 617.84 |
| 2025-03-31 | $8.3M | 15k | 559.38 |
| 2024-12-31 | $8.7M | 15k | 586.07 |
| 2024-09-30 | $6.3M | 11k | 573.75 |
| 2024-06-30 | $5.5M | 10k | 544.22 |
| 2024-03-31 | $5.3M | 10k | 523.06 |
| 2023-12-31 | $4.7M | 9.9k | 475.29 |
| 2023-09-30 | $4.2M | 9.9k | 427.50 |
| 2023-06-30 | $4.5M | 10k | 443.27 |
| 2023-03-31 | $4.2M | 10k | 409.37 |
| 2022-12-31 | $3.8M | 10k | 382.42 |
| 2022-09-30 | $3.5M | 9.8k | 357.16 |
| 2022-06-30 | $3.8M | 10k | 377.19 |
| 2022-03-31 | $6.0M | 13k | 451.64 |
| 2021-12-31 | $4.8M | 10k | 475.00 |
| 2021-09-30 | $4.3M | 10k | 429.11 |
| 2021-06-30 | $4.4M | 10k | 428.03 |
| 2021-03-31 | $4.0M | 10k | 396.39 |
| 2020-12-31 | $3.8M | 10k | 373.86 |
| 2020-09-30 | $3.3M | 9.9k | 334.88 |
| 2020-06-30 | $2.8M | 9.1k | 308.32 |
| 2020-03-31 | $2.1M | 8.2k | 257.81 |
| 2019-12-31 | $2.9M | 9.0k | 321.82 |
| 2019-09-30 | $2.5M | 8.5k | 296.75 |
| 2019-06-30 | $2.5M | 8.5k | 292.96 |
| 2019-03-31 | $2.4M | 8.4k | 282.47 |
| 2018-12-31 | $2.1M | 8.3k | 249.91 |
| 2018-09-30 | $2.3M | 8.1k | 290.71 |
| 2018-06-30 | $901k | 3.3k | 271.14 |
| 2018-03-31 | $776k | 2.9k | 263.14 |
| 2017-12-31 | $799k | 3.0k | 266.96 |
| 2017-09-30 | $622k | 2.5k | 251.31 |
| 2017-06-30 | $545k | 2.3k | 241.69 |
| 2017-03-31 | $531k | 2.3k | 235.48 |
| 2016-12-31 | $471k | 2.1k | 223.33 |
| 2016-09-30 | $420k | 1.9k | 216.05 |
| 2016-06-30 | $368k | 1.8k | 209.21 |
| 2016-03-31 | $327k | 1.6k | 205.66 |
| 2015-12-31 | $355k | 1.7k | 204.02 |
| 2015-09-30 | $333k | 1.7k | 191.38 |
| 2015-06-30 | $358k | 1.7k | 205.75 |
| 2015-03-31 | $359k | 1.7k | 206.32 |
| 2014-12-31 | $306k | 1.5k | 205.51 |
| 2014-09-30 | $293k | 1.5k | 196.78 |
| 2014-06-30 | $280k | 1.4k | 195.53 |