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Spdr S&p 500 Etf shares owned by Socha Financial Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Socha Financial Group from 13F filings

Historical chart of Socha Financial Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Socha Financial Group 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 Socha Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $67M 101k 666.18
2025-06-30 $64M 103k 617.85
2024-03-31 $1.0M 1.9k 523.07
2023-12-31 $538k 1.1k 475.31
2023-09-30 $481k 1.1k 427.48
2023-06-30 $517k 1.2k 443.28
2023-03-31 $395k 964 409.39
2022-12-31 $660k 1.7k 382.43
2022-09-30 $237k 663 357.18