Spdr S&p 500 Etf shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Caliber Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 52k | 523.07 |
| 2023-12-31 | $25M | 52k | 475.31 |
| 2023-09-30 | $22M | 52k | 427.48 |
| 2023-06-30 | $22M | 50k | 443.28 |
| 2023-03-31 | $1.0M | 2.5k | 409.45 |
| 2022-12-31 | $13M | 33k | 382.44 |
| 2022-09-30 | $14M | 40k | 357.18 |
| 2022-06-30 | $14M | 38k | 377.26 |
| 2022-03-31 | $15M | 34k | 451.64 |
| 2021-12-31 | $13M | 28k | 464.71 |
| 2021-09-30 | $10M | 22k | 447.21 |
| 2021-06-30 | $9.4M | 22k | 428.05 |
| 2021-03-31 | $8.6M | 22k | 396.32 |
| 2020-12-31 | $8.8M | 24k | 373.87 |