Spdr S&p 500 Etf shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management 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 CB^T Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.8M | 13k | 523.07 |
| 2023-12-31 | $6.3M | 13k | 475.31 |
| 2023-09-30 | $5.8M | 14k | 427.48 |
| 2023-06-30 | $6.7M | 15k | 443.28 |
| 2023-03-31 | $11M | 26k | 409.39 |
| 2022-12-31 | $5.8M | 15k | 382.43 |
| 2022-09-30 | $5.4M | 15k | 357.15 |
| 2022-06-30 | $5.4M | 14k | 377.26 |
| 2022-03-31 | $6.4M | 14k | 451.66 |
| 2021-12-31 | $6.4M | 14k | 474.96 |
| 2021-09-30 | $5.4M | 13k | 429.11 |
| 2021-06-30 | $6.2M | 14k | 428.05 |
| 2021-03-31 | $5.8M | 15k | 396.31 |
| 2020-12-31 | $5.3M | 14k | 373.88 |
| 2020-09-30 | $4.5M | 14k | 334.86 |
| 2020-06-30 | $4.2M | 14k | 308.34 |
| 2020-03-31 | $3.8M | 15k | 257.75 |
| 2019-12-31 | $4.3M | 13k | 321.85 |
| 2019-09-30 | $3.9M | 13k | 296.75 |
| 2019-06-30 | $3.8M | 13k | 292.97 |
| 2019-03-31 | $3.7M | 13k | 282.48 |
| 2018-12-31 | $7.2M | 29k | 249.90 |
| 2018-06-30 | $3.1M | 12k | 271.24 |
| 2018-03-31 | $3.0M | 12k | 263.14 |
| 2017-12-31 | $3.0M | 11k | 266.85 |
| 2017-09-30 | $2.8M | 11k | 251.25 |
| 2017-06-30 | $2.1M | 8.5k | 241.84 |
| 2017-03-31 | $1.7M | 7.1k | 235.69 |
| 2016-12-31 | $1.5M | 6.7k | 223.54 |
| 2016-09-30 | $1.4M | 6.7k | 216.28 |
| 2016-06-30 | $1.1M | 5.5k | 209.45 |
| 2016-03-31 | $3.6M | 18k | 205.52 |
| 2015-12-31 | $3.1M | 16k | 193.75 |
| 2015-09-30 | $2.0M | 11k | 191.65 |
| 2015-06-30 | $664k | 3.2k | 205.83 |
| 2015-03-31 | $365k | 1.8k | 206.68 |
| 2014-12-31 | $285k | 1.4k | 205.63 |
| 2012-03-31 | $78k | 557 | 140.04 |
| 2011-12-31 | $70k | 557 | 125.67 |
| 2011-06-30 | $1.1M | 8.7k | 125.75 |
| 2011-03-31 | $1.2M | 8.7k | 132.64 |