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Spdr S&p 500 Etf shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $685k 1.3k 523.07
2023-12-31 $864k 1.8k 475.35
2023-09-30 $458k 1.1k 427.58
2023-06-30 $474k 1.1k 443.11
2023-03-31 $457k 1.1k 409.36
2022-12-31 $495k 1.3k 382.33
2022-03-31 $320k 708 451.98
2021-12-31 $305k 707 431.40

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Capital Performance Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
UBS Group
Wolverine Trading
Wells Fargo & Company
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf