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Spdr S&p 500 Etf shares owned by Surevest

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Surevest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $4.6M 13k 357.18
2022-06-30 $4.9M 13k 377.25
2022-03-31 $5.8M 13k 451.68
2021-12-31 $6.1M 13k 474.94
2021-09-30 $6.0M 14k 429.11
2021-06-30 $5.4M 13k 428.08
2021-03-31 $5.0M 13k 396.29
2020-12-31 $4.7M 13k 373.90
2020-09-30 $4.2M 13k 334.86
2020-06-30 $3.8M 12k 308.36
2020-03-31 $1.6M 6.1k 257.79
2019-12-31 $3.5M 11k 321.81
2019-09-30 $3.0M 10k 296.75
2019-06-30 $3.0M 10k 292.94
2019-03-31 $16k 4.9k 3.33
2018-12-31 $247k 990 249.49