Spdr S&p 500 Etf shares owned by Waddell & Associates
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 14k | 666.17 |
| 2025-06-30 | $8.7M | 14k | 617.86 |
| 2025-03-31 | $7.8M | 14k | 559.38 |
| 2024-12-31 | $5.6M | 9.6k | 586.07 |
| 2024-09-30 | $5.7M | 9.9k | 573.76 |
| 2024-06-30 | $5.7M | 10k | 544.24 |
| 2024-03-31 | $4.3M | 8.2k | 523.08 |
| 2023-09-30 | $6.2M | 15k | 427.47 |
| 2023-06-30 | $6.4M | 14k | 443.28 |
| 2023-03-31 | $5.8M | 14k | 409.40 |
| 2022-12-31 | $5.3M | 14k | 382.42 |
| 2022-09-30 | $4.9M | 14k | 357.16 |
| 2022-06-30 | $5.1M | 14k | 377.25 |
| 2022-03-31 | $5.9M | 13k | 451.65 |
| 2021-12-31 | $5.7M | 12k | 474.95 |
| 2021-09-30 | $5.0M | 12k | 429.16 |
| 2021-06-30 | $5.0M | 12k | 428.05 |
| 2021-03-31 | $4.3M | 11k | 396.34 |
| 2020-12-31 | $4.0M | 11k | 373.88 |
| 2020-09-30 | $3.6M | 11k | 334.90 |
| 2020-06-30 | $3.3M | 11k | 308.37 |
| 2020-03-31 | $2.5M | 9.9k | 257.74 |
| 2019-12-31 | $3.8M | 12k | 321.91 |
| 2019-09-30 | $3.5M | 12k | 296.77 |
| 2019-06-30 | $3.5M | 12k | 293.02 |
| 2019-03-31 | $3.4M | 12k | 282.46 |
| 2018-12-31 | $3.1M | 13k | 249.96 |