Spdr S&p 500 Etf shares owned by AAFCPAs Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by AAFCPAs Wealth Management
from 13F filings
Historical chart of AAFCPAs 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 AAFCPAs Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by AAFCPAs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.5k | 666.07 |
| 2025-06-30 | $985k | 1.6k | 617.97 |
| 2025-03-31 | $817k | 1.5k | 559.44 |
| 2024-12-31 | $915k | 1.6k | 586.02 |
| 2024-09-30 | $621k | 1.1k | 573.67 |
| 2024-06-30 | $621k | 1.1k | 544.14 |
| 2024-03-31 | $561k | 1.1k | 523.20 |
| 2023-12-31 | $519k | 1.1k | 475.42 |
| 2023-09-30 | $466k | 1.1k | 427.59 |
| 2023-06-30 | $483k | 1.1k | 443.46 |
| 2023-03-31 | $445k | 1.1k | 409.22 |
| 2022-12-31 | $428k | 1.1k | 382.49 |
| 2022-09-30 | $414k | 1.2k | 357.06 |
| 2022-06-30 | $486k | 1.3k | 377.62 |
| 2022-03-31 | $583k | 1.3k | 451.94 |
| 2021-12-31 | $531k | 1.1k | 475.06 |
| 2021-09-30 | $479k | 1.1k | 429.29 |
| 2021-06-30 | $477k | 1.1k | 428.19 |
| 2021-03-31 | $440k | 1.1k | 395.68 |
| 2020-12-31 | $415k | 1.1k | 373.99 |