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Spdr S&p 500 Etf shares owned by Secure Asset Management

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

Historical chart of Secure Asset Management 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 12k 3.14
2025-06-30 $19M 30k 617.85
2025-03-31 $5.6M 10k 559.40
2024-12-31 $3.5M 6.0k 586.06
2024-09-30 $3.3M 5.8k 573.79
2024-06-30 $2.8M 5.2k 544.23
2024-03-31 $1.7M 3.2k 523.07
2023-12-31 $866k 1.8k 475.38
2023-09-30 $745k 1.7k 427.42
2023-06-30 $657k 1.5k 443.22
2023-03-31 $611k 1.5k 409.45
2022-12-31 $568k 1.5k 382.46
2022-09-30 $462k 1.3k 357.03
2022-06-30 $472k 1.3k 377.00
2022-03-31 $1.0M 2.3k 451.81
2021-12-31 $320k 674 474.78
2021-09-30 $281k 654 429.66
2021-06-30 $279k 652 427.91
2021-03-31 $259k 654 396.02
2020-12-31 $264k 706 373.94
2020-09-30 $273k 815 334.97
2020-06-30 $380k 1.2k 308.19
2020-03-31 $1.3M 5.0k 257.73
2019-12-31 $715k 2.2k 321.93