Spdr S&p 500 Etf shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 97k | 666.18 |
| 2025-06-30 | $67M | 109k | 617.85 |
| 2025-03-31 | $124M | 222k | 559.39 |
| 2024-12-31 | $81M | 138k | 586.08 |
| 2024-09-30 | $81M | 141k | 573.76 |
| 2024-06-30 | $76M | 140k | 544.22 |
| 2024-03-31 | $74M | 141k | 523.07 |
| 2023-12-31 | $65M | 136k | 475.31 |
| 2022-06-30 | $1.0k | 2 | 500.00 |
| 2022-03-31 | $2.0k | 4 | 500.00 |
| 2021-12-31 | $8.0k | 16 | 500.00 |
| 2020-12-31 | $6.0k | 16 | 375.00 |
| 2020-09-30 | $6.0k | 17 | 352.94 |
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