Spdr S&p 500 Etf shares owned by United Asset Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 666.17 |
| 2025-06-30 | $1.9M | 3.0k | 617.81 |
| 2025-03-31 | $1.9M | 3.4k | 559.34 |
| 2024-12-31 | $2.5M | 4.2k | 586.14 |
| 2024-09-30 | $3.1M | 5.4k | 573.79 |
| 2024-06-30 | $5.0M | 9.3k | 544.20 |
| 2024-03-31 | $5.1M | 9.8k | 523.07 |
| 2023-12-31 | $5.0M | 11k | 475.31 |
| 2023-09-30 | $5.0M | 12k | 427.48 |
| 2023-06-30 | $5.5M | 12k | 443.26 |
| 2023-03-31 | $5.2M | 13k | 409.37 |
| 2022-12-31 | $4.9M | 13k | 382.44 |
| 2022-09-30 | $4.3M | 12k | 357.17 |
| 2022-06-30 | $4.5M | 12k | 377.27 |
| 2022-03-31 | $5.7M | 13k | 451.61 |
| 2021-12-31 | $6.8M | 14k | 474.96 |
| 2021-09-30 | $6.3M | 15k | 429.11 |
| 2021-06-30 | $5.5M | 13k | 428.05 |
| 2021-03-31 | $4.3M | 11k | 396.35 |
| 2020-12-31 | $3.9M | 11k | 373.84 |
| 2020-09-30 | $3.4M | 10k | 334.91 |
| 2020-06-30 | $4.6M | 15k | 308.35 |
| 2020-03-31 | $4.3M | 17k | 257.77 |
| 2019-12-31 | $6.3M | 20k | 321.85 |
| 2019-09-30 | $6.0M | 20k | 296.77 |
| 2019-06-30 | $5.5M | 19k | 292.99 |
| 2019-03-31 | $5.1M | 18k | 282.46 |
| 2018-12-31 | $5.1M | 20k | 249.91 |
| 2018-09-30 | $6.9M | 24k | 290.71 |
| 2018-06-30 | $6.4M | 24k | 271.30 |
| 2018-03-31 | $6.4M | 24k | 263.13 |
| 2017-12-31 | $6.3M | 24k | 266.85 |
| 2017-06-30 | $4.2M | 17k | 241.80 |
| 2017-03-31 | $4.1M | 17k | 235.75 |
| 2016-12-31 | $4.1M | 18k | 223.53 |
| 2016-09-30 | $3.6M | 17k | 216.33 |
| 2016-06-30 | $2.4M | 11k | 209.46 |
| 2016-03-31 | $2.4M | 12k | 205.53 |
| 2015-12-31 | $2.0M | 9.6k | 203.89 |
| 2015-09-30 | $2.0M | 10k | 191.63 |
| 2015-06-30 | $2.4M | 12k | 205.82 |
| 2015-03-31 | $2.4M | 11k | 208.42 |
| 2014-12-31 | $2.3M | 11k | 205.51 |
| 2014-09-30 | $2.1M | 11k | 197.07 |
| 2014-06-30 | $2.7M | 14k | 195.72 |