Spdr S&p 500 Etf shares owned by Cadence Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cadence Wealth Management
from 13F filings
Historical chart of Cadence 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 Cadence 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 Cadence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 301 | 665.95 |
| 2025-03-31 | $235k | 421 | 559.12 |
| 2024-12-31 | $236k | 402 | 586.52 |
| 2024-09-30 | $227k | 395 | 573.52 |
| 2024-06-30 | $201k | 369 | 544.76 |
| 2024-03-31 | $203k | 389 | 522.94 |