Spdr S&p 500 Etf shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $116M | 202k | 573.76 |
| 2024-06-30 | $109M | 200k | 544.22 |
| 2024-03-31 | $104M | 199k | 523.05 |
| 2023-12-31 | $94M | 197k | 475.31 |
| 2023-09-30 | $86M | 201k | 427.48 |
| 2023-06-30 | $89M | 201k | 443.28 |
| 2023-03-31 | $82M | 201k | 409.39 |
| 2022-12-31 | $81M | 211k | 382.42 |
| 2022-09-30 | $75M | 210k | 357.18 |
| 2022-06-30 | $79M | 209k | 377.25 |
| 2022-03-31 | $92M | 204k | 451.69 |
| 2021-12-31 | $94M | 197k | 474.91 |
| 2021-09-30 | $77M | 180k | 429.05 |
| 2021-06-30 | $76M | 178k | 428.06 |
| 2021-03-31 | $77M | 194k | 396.32 |
| 2020-12-31 | $73M | 194k | 373.85 |
| 2020-09-30 | $71M | 231k | 308.36 |
| 2020-06-30 | $71M | 231k | 308.36 |
| 2020-03-31 | $59M | 229k | 257.72 |
| 2019-12-31 | $78M | 242k | 321.87 |
| 2019-09-30 | $71M | 239k | 296.72 |
| 2019-06-30 | $105M | 359k | 293.00 |
| 2019-03-31 | $100M | 353k | 282.48 |
| 2018-12-31 | $88M | 352k | 249.48 |
| 2018-09-30 | $90M | 332k | 271.32 |
| 2018-06-30 | $90M | 332k | 271.86 |
| 2018-03-31 | $85M | 324k | 263.08 |
| 2017-12-31 | $85M | 318k | 266.88 |
| 2017-09-30 | $84M | 329k | 253.98 |
| 2017-06-30 | $78M | 323k | 242.35 |
| 2017-03-31 | $73M | 310k | 234.78 |
| 2016-12-31 | $65M | 289k | 225.24 |
More positions owned by Shepherd Financial Partners
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