Spdr S&p 500 Etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $727k | 1.1k | 666.08 |
| 2025-06-30 | $585k | 947 | 617.54 |
| 2025-03-31 | $674k | 1.2k | 559.50 |
| 2024-12-31 | $767k | 1.3k | 586.19 |
| 2024-09-30 | $633k | 1.1k | 579.78 |
| 2024-06-30 | $397k | 703 | 564.86 |
| 2024-03-31 | $332k | 660 | 503.53 |
| 2023-12-31 | $368k | 761 | 483.45 |
| 2023-09-30 | $405k | 938 | 432.23 |
| 2023-06-30 | $435k | 981 | 443.82 |
| 2023-03-31 | $406k | 981 | 414.17 |
| 2022-12-31 | $493k | 1.2k | 400.06 |
| 2022-09-30 | $470k | 1.2k | 376.90 |
| 2022-06-30 | $500k | 1.2k | 410.51 |
| 2022-03-31 | $502k | 1.2k | 428.69 |
| 2021-12-31 | $490k | 1.1k | 465.78 |
| 2021-09-30 | $502k | 1.1k | 445.83 |
| 2021-06-30 | $466k | 1.1k | 435.11 |
| 2021-03-31 | $435k | 1.1k | 406.16 |
| 2020-12-31 | $567k | 1.5k | 391.03 |
| 2020-09-30 | $420k | 1.3k | 329.93 |
| 2020-06-30 | $561k | 1.7k | 335.33 |
| 2020-03-31 | $528k | 1.9k | 279.07 |
| 2019-12-31 | $580k | 1.8k | 327.87 |
| 2019-09-30 | $690k | 2.2k | 313.35 |