Spdr S&p 500 Etf shares owned by Caldwell Trust
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $42M | 62k | 681.92 |
| 2025-09-30 | $41M | 62k | 666.18 |
| 2021-12-31 | $36M | 75k | 474.96 |
| 2021-09-30 | $33M | 77k | 429.14 |
| 2021-06-30 | $33M | 77k | 428.06 |
| 2021-03-31 | $29M | 73k | 396.33 |
| 2020-12-31 | $26M | 71k | 373.88 |
| 2020-09-30 | $23M | 70k | 334.89 |
| 2020-06-30 | $23M | 74k | 308.36 |
| 2020-03-31 | $19M | 74k | 257.75 |
| 2019-12-31 | $24M | 73k | 321.86 |