Spdr S&p 500 Etf shares owned by Calton & Associates
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 31k | 666.18 |
| 2025-06-30 | $19M | 31k | 617.84 |
| 2025-03-31 | $334k | 5.6k | 59.84 |
| 2024-12-31 | $9.7M | 17k | 586.07 |
| 2024-09-30 | $1.7M | 47k | 36.49 |
| 2024-06-30 | $9.0M | 17k | 544.22 |
| 2024-03-31 | $8.7M | 17k | 523.07 |
| 2023-12-31 | $7.8M | 16k | 475.30 |
| 2023-09-30 | $3.4M | 8.0k | 427.49 |
| 2023-06-30 | $7.0M | 16k | 443.27 |
| 2023-03-31 | $6.5M | 16k | 409.40 |
| 2022-12-31 | $6.9M | 18k | 382.44 |
| 2022-09-30 | $5.4M | 15k | 357.15 |
| 2022-06-30 | $5.4M | 14k | 377.20 |
| 2022-03-31 | $7.1M | 16k | 451.59 |
| 2021-12-31 | $8.6M | 18k | 474.94 |
| 2021-09-30 | $6.4M | 15k | 429.15 |
| 2021-06-30 | $6.6M | 15k | 428.33 |
| 2021-03-31 | $7.1M | 18k | 396.33 |
| 2020-12-31 | $8.9M | 24k | 373.89 |
| 2020-09-30 | $8.2M | 24k | 334.89 |
| 2020-06-30 | $8.4M | 27k | 308.37 |
| 2020-03-31 | $7.9M | 31k | 257.77 |
| 2019-12-31 | $10M | 32k | 321.86 |
| 2019-09-30 | $12M | 41k | 296.78 |
| 2019-06-30 | $11M | 37k | 292.99 |
| 2019-03-31 | $9.7M | 34k | 282.49 |
| 2018-12-31 | $11M | 45k | 249.92 |
| 2018-09-30 | $13M | 45k | 290.72 |
| 2018-06-30 | $12M | 43k | 285.47 |
| 2018-03-31 | $11M | 40k | 263.17 |
| 2017-12-31 | $11M | 39k | 283.28 |