Spdr S&p 500 Etf shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 331 | 666.06 |
| 2025-06-30 | $207k | 334 | 618.41 |
| 2024-09-30 | $202k | 352 | 573.92 |
| 2024-06-30 | $202k | 371 | 544.65 |
| 2023-06-30 | $258k | 582 | 443.31 |
| 2023-03-31 | $238k | 580 | 409.58 |
| 2022-12-31 | $221k | 578 | 382.55 |
| 2022-09-30 | $202k | 565 | 357.34 |
| 2022-06-30 | $213k | 563 | 378.33 |
| 2022-03-31 | $254k | 562 | 451.96 |
| 2021-12-31 | $232k | 489 | 474.44 |
| 2021-09-30 | $209k | 488 | 428.28 |
| 2021-06-30 | $239k | 558 | 428.32 |
| 2021-03-31 | $221k | 556 | 397.48 |
| 2020-12-31 | $207k | 554 | 373.65 |
| 2019-06-30 | $253k | 865 | 292.49 |
| 2019-03-31 | $262k | 929 | 282.02 |
| 2018-12-31 | $242k | 968 | 250.00 |
| 2018-09-30 | $280k | 963 | 290.76 |
| 2018-06-30 | $260k | 959 | 271.12 |
| 2018-03-31 | $251k | 955 | 262.83 |
| 2017-12-31 | $271k | 1.0k | 267.00 |