Spdr S&p 500 Etf shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 20k | 666.17 |
| 2025-06-30 | $13M | 20k | 617.85 |
| 2025-03-31 | $13M | 22k | 559.40 |
| 2024-12-31 | $14M | 24k | 586.07 |
| 2024-09-30 | $22M | 38k | 573.75 |
| 2024-06-30 | $22M | 41k | 544.22 |
| 2024-03-31 | $19M | 36k | 523.06 |
| 2023-12-31 | $17M | 36k | 475.31 |
| 2023-09-30 | $14M | 33k | 427.48 |
| 2023-06-30 | $14M | 31k | 443.28 |
| 2023-03-31 | $12M | 29k | 409.39 |
| 2022-12-31 | $10M | 26k | 382.43 |