Spdr S&p 500 Etf shares owned by Theory Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 671.30 |
| 2025-06-30 | $1.1M | 1.8k | 632.08 |
| 2025-03-31 | $1.0M | 1.8k | 559.39 |
| 2024-12-31 | $1.2M | 2.0k | 586.08 |
| 2024-09-30 | $1.0M | 1.8k | 568.64 |
| 2024-06-30 | $1.0M | 1.9k | 544.22 |
| 2024-03-31 | $979k | 1.9k | 523.07 |
| 2023-12-31 | $853k | 1.8k | 475.31 |
| 2023-09-30 | $1.1M | 2.7k | 427.48 |
| 2023-06-30 | $1.2M | 2.7k | 443.28 |
| 2023-03-31 | $1.1M | 2.7k | 409.39 |
| 2022-12-31 | $1.0M | 2.7k | 382.43 |
| 2022-06-30 | $1.1M | 2.8k | 381.86 |
| 2022-03-31 | $919k | 2.0k | 451.60 |
| 2021-12-31 | $2.7M | 5.6k | 475.02 |