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Etf Ser Solutions aam s&p 500 shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Etf Ser Solutions aam s&p 500 (SPDV) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Etf Ser Solutions aam s&p 500

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions aam s&p 500 held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions aam s&p 500 by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 36k 29.49
2023-09-30 $1.1M 42k 27.29
2023-06-30 $1.2M 42k 28.46
2023-03-31 $1.3M 46k 28.21
2022-12-31 $1.3M 46k 29.14
2022-09-30 $1.2M 46k 25.42
2022-06-30 $1.4M 48k 28.51
2022-03-31 $1.3M 40k 31.78
2021-12-31 $1.9M 61k 31.04
2021-09-30 $2.0M 67k 29.64
2021-06-30 $1.8M 61k 30.36
2021-03-31 $2.0M 70k 29.07
2020-12-31 $1.9M 77k 24.75
2020-09-30 $2.7M 127k 21.33
2020-06-30 $2.8M 135k 20.66
2020-03-31 $2.5M 145k 17.18
2019-12-31 $4.8M 175k 27.46
2019-09-30 $4.7M 179k 26.41
2019-06-30 $4.4M 169k 26.19
2019-03-31 $4.3M 166k 25.93
2018-12-31 $3.3M 138k 23.77
2018-09-30 $3.1M 111k 27.46

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Etf Ser Solutions aam s&p 500

Financial Advocates Investment Management
Pine Valley Investments Ltd Liability
Captrust Financial Advisors
Advisor Group Holdings
Stifel Financial
Ameritas Advisory Services
Raymond James & Associates
Aviance Capital Partners
Strait & Sound Wealth Management
Summit Investment Advisors
Citadel Advisors
Key Client Fiduciary Advisors
Harbour Investments
Cambridge Investment Research Advisors
Wetherby Asset Management

View all funds holding Etf Ser Solutions aam s&p 500