Spdr S&p 500 Etf shares owned by Scholtz & Company
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Scholtz & Company
from 13F filings
Historical chart of Scholtz & Company investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Scholtz & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $697k | 1.0k | 666.18 |
| 2025-06-30 | $653k | 1.1k | 617.85 |
| 2025-03-31 | $589k | 1.1k | 559.39 |
| 2024-12-31 | $751k | 1.3k | 586.08 |
| 2024-09-30 | $776k | 1.4k | 573.76 |
| 2024-06-30 | $869k | 1.6k | 544.22 |
| 2023-09-30 | $415k | 971 | 427.39 |
| 2023-06-30 | $505k | 1.1k | 442.98 |
| 2023-03-31 | $510k | 1.2k | 409.31 |
| 2022-12-31 | $764k | 2.0k | 382.19 |
| 2022-09-30 | $917k | 2.3k | 398.70 |
| 2022-06-30 | $913k | 2.4k | 377.43 |
| 2022-03-31 | $1.3M | 2.8k | 451.67 |
| 2021-12-31 | $1.2M | 2.4k | 474.78 |
| 2021-09-30 | $593k | 1.4k | 429.09 |
| 2021-06-30 | $622k | 1.5k | 427.79 |
| 2021-03-31 | $556k | 1.4k | 396.01 |
| 2020-12-31 | $525k | 1.4k | 374.20 |
| 2020-09-30 | $417k | 1.2k | 334.67 |
| 2020-06-30 | $414k | 1.3k | 308.27 |
| 2020-03-31 | $317k | 1.2k | 257.93 |
| 2019-12-31 | $402k | 1.2k | 322.12 |
| 2019-09-30 | $390k | 1.3k | 296.58 |
| 2019-06-30 | $372k | 1.3k | 293.14 |
| 2019-03-31 | $377k | 1.3k | 282.19 |
| 2018-12-31 | $267k | 1.1k | 249.77 |
| 2018-09-30 | $702k | 2.4k | 290.92 |
| 2018-06-30 | $670k | 2.5k | 271.26 |
| 2018-03-31 | $509k | 1.9k | 263.05 |
| 2017-12-31 | $334k | 1.3k | 267.20 |
| 2017-09-30 | $312k | 1.2k | 251.61 |
| 2017-06-30 | $284k | 1.2k | 241.70 |
| 2017-03-31 | $262k | 1.1k | 236.04 |
| 2016-12-31 | $226k | 1.0k | 223.76 |