Spdr S&p 500 Etf shares owned by Sequent Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sequent Planning
from 13F filings
Historical chart of Sequent Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sequent Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $869k | 1.3k | 666.38 |
| 2025-06-30 | $807k | 1.3k | 618.03 |
| 2025-03-31 | $661k | 1.2k | 559.57 |
| 2024-12-31 | $692k | 1.2k | 586.27 |
| 2024-09-30 | $689k | 1.2k | 573.95 |
| 2024-06-30 | $681k | 1.2k | 545.51 |
| 2024-03-31 | $649k | 1.2k | 523.23 |