Spdr S&p 500 Etf shares owned by American Trust Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by American Trust Investment Advisors
from 13F filings
Historical chart of American Trust Investment Advisors investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by American Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $640k | 1.5k | 427.48 |
2023-06-30 | $663k | 1.5k | 443.28 |
2023-03-31 | $547k | 1.3k | 409.39 |
2022-12-31 | $511k | 1.3k | 382.43 |
2022-09-30 | $477k | 1.3k | 357.04 |
2022-06-30 | $504k | 1.3k | 377.25 |
2022-03-31 | $603k | 1.3k | 451.35 |
2021-12-31 | $637k | 1.3k | 474.66 |
2021-09-30 | $576k | 1.3k | 429.21 |
2021-06-30 | $574k | 1.3k | 427.72 |
2021-03-31 | $677k | 1.7k | 396.37 |
2020-12-31 | $641k | 1.7k | 373.76 |
2020-09-30 | $891k | 2.7k | 334.84 |
2020-06-30 | $820k | 2.7k | 308.15 |
2020-03-31 | $634k | 2.5k | 257.62 |
2019-12-31 | $792k | 2.5k | 321.82 |
2019-09-30 | $730k | 2.5k | 296.63 |
2019-06-30 | $663k | 2.3k | 293.23 |
2019-03-31 | $639k | 2.3k | 282.62 |
2018-12-31 | $599k | 2.4k | 249.79 |
2018-09-30 | $473k | 1.6k | 290.54 |
2018-06-30 | $450k | 1.7k | 271.25 |
2018-03-31 | $445k | 1.7k | 263.16 |
2017-12-31 | $438k | 1.6k | 267.07 |
2017-09-30 | $430k | 1.7k | 251.32 |
2017-06-30 | $416k | 1.7k | 241.72 |
2017-03-31 | $406k | 1.7k | 235.91 |
2016-12-31 | $385k | 1.7k | 223.71 |
2016-09-30 | $341k | 17M | 0.02 |
2016-06-30 | $356k | 1.7k | 209.78 |
2015-12-31 | $264k | 1.3k | 203.55 |
2015-09-30 | $249k | 1.3k | 191.98 |
2015-06-30 | $267k | 1.3k | 205.86 |
2015-03-31 | $267k | 1.3k | 206.82 |
2014-12-31 | $202k | 981 | 205.91 |
More positions owned by American Trust Investment Advisors
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