Colonial River Wealth Management »

Spdr S&p 500 Etf shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River 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 Colonial River Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 659 523.07
2023-12-31 $448k 943 475.31
2023-09-30 $532k 1.2k 427.48
2023-06-30 $416k 939 443.28
2023-03-31 $326k 797 409.39
2022-12-31 $269k 704 382.43
2022-09-30 $394k 1.1k 357.53
2022-06-30 $539k 1.4k 377.19
2022-03-31 $713k 1.6k 451.55
2021-12-31 $357k 752 474.73
2021-09-30 $10M 22k 447.21
2021-06-30 $324k 758 427.44
2021-03-31 $314k 792 396.46
2020-12-31 $357k 917 389.31