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Spdr S&p 500 Etf shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management 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 Tortoise Investment Management 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 52k 498.10
2023-09-30 $17M 40k 427.48
2023-06-30 $21M 48k 443.28
2023-03-31 $17M 41k 409.39
2022-12-31 $14M 36k 382.43
2022-09-30 $12M 35k 357.18
2022-06-30 $15M 40k 377.25
2022-03-31 $22M 49k 451.63
2021-12-31 $24M 50k 474.97
2021-09-30 $21M 49k 429.14
2021-06-30 $25M 59k 428.07
2021-03-31 $20M 51k 396.33
2020-12-31 $18M 49k 373.87
2020-09-30 $23M 69k 334.89
2020-06-30 $18M 59k 308.36
2020-03-31 $15M 58k 257.75
2019-12-31 $20M 61k 321.87
2019-09-30 $19M 63k 296.77
2019-06-30 $15M 52k 292.99
2019-03-31 $17M 60k 282.48
2018-12-31 $13M 51k 249.92
2018-09-30 $18M 63k 290.71
2018-06-30 $19M 71k 271.29
2018-03-31 $15M 56k 263.14
2017-12-31 $19M 70k 266.86
2017-09-30 $16M 62k 251.23
2017-06-30 $18M 73k 241.80
2017-03-31 $16M 67k 235.75
2016-12-31 $20M 88k 223.53
2016-09-30 $16M 74k 216.31
2016-06-30 $12M 55k 209.47
2016-03-31 $14M 68k 205.52
2015-12-31 $10M 51k 203.86
2015-09-30 $9.4M 49k 191.63
2015-06-30 $12M 60k 205.85
2015-03-31 $12M 56k 206.43
2014-12-31 $15M 74k 205.53
2014-09-30 $25M 128k 197.02
2014-06-30 $19M 95k 195.72
2014-03-31 $27M 142k 187.02
2013-12-31 $21M 115k 184.68
2013-09-30 $58k 58k 1.00
2013-06-30 $13M 82k 160.43
2013-03-31 $12M 77k 156.66
2012-12-31 $19M 137k 142.40

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf