Spdr S&p 500 Etf shares owned by Capital Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70M | 105k | 666.18 |
| 2025-06-30 | $59M | 95k | 617.85 |
| 2025-03-31 | $22M | 39k | 559.39 |
| 2024-12-31 | $63M | 108k | 586.08 |
| 2024-09-30 | $61M | 107k | 573.76 |
| 2024-06-30 | $60M | 110k | 544.22 |
| 2024-03-31 | $57M | 109k | 523.07 |
| 2023-12-31 | $170M | 358k | 475.31 |
| 2023-09-30 | $55M | 129k | 427.48 |
| 2023-06-30 | $58M | 131k | 443.28 |
| 2023-03-31 | $19M | 47k | 409.39 |
| 2022-12-31 | $28M | 73k | 382.43 |
| 2022-09-30 | $26M | 74k | 357.64 |
| 2022-06-30 | $16M | 43k | 377.24 |
| 2022-03-31 | $21M | 47k | 451.64 |
| 2021-12-31 | $69M | 146k | 474.96 |
| 2021-09-30 | $61M | 143k | 429.14 |
| 2021-06-30 | $60M | 141k | 428.06 |
| 2021-03-31 | $56M | 140k | 396.33 |
| 2020-12-31 | $54M | 145k | 373.88 |
| 2020-09-30 | $52M | 154k | 334.89 |
| 2020-06-30 | $55M | 163k | 334.33 |
| 2020-03-31 | $3.5M | 14k | 257.74 |
| 2019-12-31 | $3.4M | 11k | 321.90 |
| 2019-09-30 | $3.1M | 11k | 293.00 |
| 2019-06-30 | $3.1M | 11k | 293.00 |
| 2019-03-31 | $262k | 927 | 282.63 |
| 2018-12-31 | $2.1M | 8.3k | 249.94 |
| 2018-09-30 | $2.4M | 8.3k | 290.76 |
| 2018-06-30 | $2.3M | 8.5k | 271.29 |
| 2018-03-31 | $2.3M | 8.6k | 263.12 |
| 2017-12-31 | $2.4M | 9.1k | 266.88 |
| 2017-09-30 | $2.3M | 9.2k | 251.25 |
| 2017-06-30 | $2.2M | 9.0k | 241.85 |
| 2017-03-31 | $2.8M | 12k | 235.75 |
| 2016-12-31 | $3.0M | 13k | 223.50 |