Spdr S&p 500 Etf shares owned by Waterloo Capital
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 666.20 |
| 2025-06-30 | $12M | 19k | 617.85 |
| 2025-03-31 | $8.2M | 15k | 559.39 |
| 2024-12-31 | $10M | 17k | 586.08 |
| 2024-09-30 | $8.8M | 15k | 573.75 |
| 2024-06-30 | $8.3M | 15k | 544.23 |
| 2024-03-31 | $9.1M | 17k | 523.07 |
| 2023-09-30 | $2.4M | 5.7k | 427.46 |
| 2023-06-30 | $2.8M | 6.3k | 443.25 |
| 2023-03-31 | $2.3M | 5.6k | 409.41 |