Spdr S&p 500 Etf shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 3.4k | 573.77 |
| 2024-06-30 | $1.9M | 3.5k | 544.19 |
| 2024-03-31 | $1.8M | 3.4k | 523.00 |
| 2023-12-31 | $1.6M | 3.4k | 475.34 |
| 2023-09-30 | $1.5M | 3.4k | 427.47 |
| 2023-06-30 | $1.5M | 3.4k | 443.23 |
| 2023-03-31 | $1.4M | 3.4k | 409.42 |
| 2022-12-31 | $1.3M | 3.3k | 382.42 |
| 2022-09-30 | $1.2M | 3.3k | 357.21 |
| 2022-06-30 | $1.3M | 3.3k | 377.18 |
| 2022-03-31 | $1.5M | 3.2k | 451.71 |
| 2021-12-31 | $1.7M | 3.6k | 474.85 |
| 2021-09-30 | $1.6M | 3.8k | 429.10 |
| 2021-06-30 | $1.7M | 3.9k | 428.09 |
| 2021-03-31 | $1.7M | 4.3k | 396.24 |
| 2020-12-31 | $1.2M | 3.1k | 374.03 |
| 2020-09-30 | $1.1M | 3.2k | 334.99 |
| 2020-06-30 | $1.0M | 3.4k | 308.30 |
| 2020-03-31 | $926k | 3.6k | 257.51 |
| 2019-12-31 | $1.1M | 3.4k | 321.57 |
| 2019-09-30 | $1.0M | 3.4k | 296.65 |
| 2019-06-30 | $731k | 2.5k | 292.87 |
| 2019-03-31 | $705k | 2.5k | 282.45 |
| 2018-12-31 | $693k | 2.8k | 249.64 |
| 2018-09-30 | $822k | 2.8k | 290.87 |
| 2018-06-30 | $797k | 2.9k | 271.09 |
| 2018-03-31 | $790k | 3.0k | 263.16 |
| 2017-12-31 | $813k | 3.0k | 266.73 |
| 2017-09-30 | $766k | 3.0k | 251.31 |
| 2017-06-30 | $816k | 3.4k | 241.85 |
| 2017-03-31 | $861k | 3.7k | 235.63 |
| 2016-12-31 | $811k | 3.6k | 223.42 |
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