Spdr S&p 500 Etf shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.6k | 666.27 |
| 2025-06-30 | $2.8M | 4.6k | 617.90 |
| 2025-03-31 | $3.2M | 5.7k | 559.38 |
| 2024-12-31 | $3.1M | 5.3k | 586.08 |
| 2024-09-30 | $3.4M | 5.8k | 573.79 |
| 2024-06-30 | $575M | 2.6M | 222.82 |
| 2024-03-31 | $3.0M | 5.7k | 523.11 |
| 2023-12-31 | $588k | 1.2k | 475.39 |
| 2023-09-30 | $1.6M | 3.8k | 427.50 |
| 2023-06-30 | $1.5M | 3.3k | 443.23 |
| 2023-03-31 | $1.3M | 3.3k | 409.41 |
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