Spdr S&p 500 Etf shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 666.22 |
| 2025-06-30 | $1.7M | 2.7k | 617.94 |
| 2025-03-31 | $1.6M | 2.9k | 559.31 |
| 2024-12-31 | $1.6M | 2.7k | 586.02 |
| 2024-09-30 | $1.6M | 2.7k | 573.74 |
| 2024-06-30 | $1.5M | 2.7k | 544.23 |
| 2024-03-31 | $1.5M | 2.8k | 523.11 |
| 2023-12-31 | $1.4M | 2.9k | 475.34 |
| 2023-09-30 | $1.2M | 2.8k | 427.51 |
| 2023-06-30 | $1.2M | 2.8k | 443.32 |
| 2023-03-31 | $1.2M | 2.8k | 409.44 |
| 2022-12-31 | $1.1M | 2.9k | 391.51 |
| 2022-09-30 | $1.1M | 3.0k | 357.10 |
| 2022-06-30 | $1.3M | 3.3k | 377.19 |
| 2022-03-31 | $958k | 2.2k | 438.04 |
| 2021-12-31 | $1.0M | 2.1k | 474.81 |
| 2021-09-30 | $950k | 2.1k | 452.38 |
| 2021-06-30 | $880k | 2.0k | 438.90 |
| 2021-03-31 | $768k | 1.8k | 416.03 |
| 2020-12-31 | $623k | 1.6k | 379.18 |
| 2020-09-30 | $577k | 1.7k | 330.28 |
| 2020-06-30 | $581k | 1.7k | 334.48 |
| 2020-03-31 | $535k | 1.9k | 283.67 |
| 2019-12-31 | $622k | 1.9k | 323.45 |
| 2019-09-30 | $423k | 1.4k | 296.01 |
| 2019-06-30 | $505k | 1.7k | 292.92 |
| 2019-03-31 | $487k | 1.7k | 282.48 |
| 2018-12-31 | $428k | 1.7k | 250.00 |
More positions owned by Valtinson Bruner Financial Planning
View all positions for Valtinson Bruner Financial Planning