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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Theory Financial consolidated in one spreadsheet with up to 7 years of data

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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
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