Spdr S&p 500 Etf shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.5k | 666.30 |
| 2025-06-30 | $1.6M | 2.6k | 617.79 |
| 2025-03-31 | $1.5M | 2.6k | 559.46 |
| 2024-12-31 | $1.5M | 2.6k | 586.11 |
| 2024-09-30 | $1.6M | 2.7k | 573.76 |
| 2024-06-30 | $1.5M | 2.7k | 544.18 |
| 2024-03-31 | $1.4M | 2.7k | 523.00 |
| 2023-12-31 | $1.3M | 2.7k | 475.23 |
| 2023-09-30 | $1.2M | 2.7k | 427.46 |
| 2023-06-30 | $1.2M | 2.7k | 443.27 |
| 2023-03-31 | $1.1M | 2.7k | 409.32 |
| 2022-12-31 | $1.1M | 2.8k | 382.41 |
| 2022-09-30 | $992k | 2.8k | 357.22 |
| 2022-06-30 | $1.1M | 2.8k | 377.11 |
| 2022-03-31 | $1.3M | 2.8k | 451.71 |
| 2021-12-31 | $1.3M | 2.8k | 475.20 |
| 2021-09-30 | $1.1M | 2.6k | 428.95 |
| 2021-06-30 | $1.1M | 2.6k | 427.97 |
| 2021-03-31 | $1.0M | 2.6k | 396.42 |
| 2020-12-31 | $1.1M | 2.8k | 373.99 |
More positions owned by Sterling Financial Planning
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