Spdr S&p 500 Etf shares owned by Strategic Financial Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Financial Partners
from 13F filings
Historical chart of Strategic Financial Partners investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Strategic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Strategic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 611 | 666.18 |
| 2025-06-30 | $378k | 611 | 617.85 |
| 2025-03-31 | $320k | 572 | 559.39 |
| 2024-12-31 | $335k | 572 | 586.08 |
| 2024-09-30 | $328k | 572 | 573.76 |
| 2024-06-30 | $311k | 572 | 544.22 |
| 2024-03-31 | $234k | 447 | 523.07 |
| 2023-12-31 | $229k | 481 | 475.31 |
| 2023-09-30 | $206k | 481 | 427.48 |
| 2023-06-30 | $213k | 481 | 443.28 |
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