Spdr S&p 500 Etf shares owned by Zhang Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 18k | 666.18 |
| 2025-06-30 | $11M | 18k | 617.87 |
| 2025-03-31 | $9.3M | 17k | 559.37 |
| 2024-12-31 | $9.7M | 17k | 586.09 |
| 2024-09-30 | $9.5M | 17k | 573.75 |
| 2024-06-30 | $8.9M | 16k | 544.23 |
| 2024-03-31 | $7.4M | 14k | 523.07 |
| 2023-12-31 | $6.4M | 14k | 475.32 |
| 2023-09-30 | $5.9M | 14k | 428.54 |
| 2023-06-30 | $6.1M | 14k | 443.17 |
| 2023-03-31 | $5.5M | 13k | 409.40 |
| 2022-12-31 | $5.0M | 13k | 382.40 |
| 2022-09-30 | $4.6M | 13k | 357.23 |
| 2022-06-30 | $4.6M | 12k | 377.28 |
| 2022-03-31 | $5.3M | 12k | 451.65 |
| 2021-12-31 | $5.5M | 12k | 474.96 |
| 2021-09-30 | $5.0M | 12k | 429.11 |
| 2021-06-30 | $5.0M | 12k | 428.01 |
| 2021-03-31 | $4.7M | 12k | 398.53 |
| 2020-12-31 | $4.4M | 12k | 374.14 |
| 2020-09-30 | $3.9M | 12k | 336.63 |
| 2020-06-30 | $3.6M | 12k | 310.51 |
| 2020-03-31 | $3.1M | 12k | 262.18 |
| 2019-12-31 | $3.8M | 12k | 323.40 |
| 2019-09-30 | $3.4M | 12k | 297.15 |
| 2019-06-30 | $2.9M | 9.8k | 293.03 |
| 2019-03-31 | $3.2M | 11k | 282.46 |
| 2018-12-31 | $2.8M | 11k | 249.93 |
| 2018-09-30 | $3.2M | 11k | 291.64 |
| 2018-06-30 | $3.0M | 11k | 271.79 |
| 2018-03-31 | $2.8M | 11k | 258.00 |
| 2017-12-31 | $3.1M | 11k | 273.33 |
| 2017-09-30 | $2.7M | 11k | 253.95 |
| 2017-06-30 | $2.6M | 11k | 242.33 |
| 2017-03-31 | $2.9M | 10k | 273.89 |
| 2016-12-31 | $2.4M | 11k | 226.70 |
| 2016-09-30 | $2.5M | 12k | 216.32 |
| 2016-06-30 | $2.3M | 11k | 209.48 |
| 2016-03-31 | $2.3M | 11k | 205.55 |
| 2015-12-31 | $2.2M | 11k | 203.89 |
| 2015-09-30 | $2.3M | 12k | 191.66 |
| 2015-06-30 | $2.2M | 11k | 206.12 |
| 2015-03-31 | $2.2M | 11k | 206.45 |
| 2014-12-31 | $2.1M | 10k | 205.56 |
| 2014-09-30 | $2.0M | 10k | 196.95 |
| 2014-06-30 | $1.9M | 9.8k | 195.80 |
| 2014-03-31 | $1.9M | 9.9k | 186.99 |
| 2013-12-31 | $1.8M | 9.9k | 184.68 |
| 2013-09-30 | $1.7M | 9.9k | 167.96 |
| 2013-06-30 | $1.6M | 9.8k | 160.49 |
| 2013-03-31 | $1.5M | 9.8k | 156.66 |
| 2012-12-31 | $1.2M | 8.4k | 142.36 |
| 2012-09-30 | $1.2M | 8.4k | 143.96 |
| 2012-06-30 | $1.1M | 8.2k | 136.06 |
| 2012-03-31 | $1.1M | 8.1k | 140.85 |