Spdr S&p 500 Etf shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 5.2k | 523.10 |
| 2023-12-31 | $2.4M | 5.1k | 475.34 |
| 2023-09-30 | $2.1M | 5.0k | 427.48 |
| 2023-06-30 | $2.1M | 4.8k | 443.28 |
| 2023-03-31 | $2.0M | 4.9k | 409.39 |
| 2022-12-31 | $1.9M | 4.9k | 382.43 |