Spdr S&p 500 Etf shares owned by Schaeffer Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Schaeffer Financial
from 13F filings
Historical chart of Schaeffer Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Schaeffer Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $715k | 1.0k | 682.05 |
| 2025-09-30 | $710k | 1.1k | 666.28 |
| 2025-06-30 | $659k | 1.1k | 617.91 |
| 2025-03-31 | $596k | 1.1k | 559.42 |
| 2024-12-31 | $857k | 1.5k | 586.08 |
| 2024-09-30 | $612k | 1.1k | 573.74 |
| 2024-06-30 | $670k | 1.2k | 544.18 |
| 2024-03-31 | $236k | 451 | 522.91 |
| 2023-12-31 | $222k | 467 | 475.10 |