Spdr S&p 500 Etf shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 20k | 666.19 |
| 2025-06-30 | $11M | 18k | 617.86 |
| 2025-03-31 | $9.3M | 17k | 559.38 |
| 2024-12-31 | $9.2M | 16k | 586.09 |
| 2024-09-30 | $8.8M | 15k | 573.76 |
| 2024-06-30 | $8.2M | 15k | 544.23 |
| 2024-03-31 | $7.5M | 14k | 523.08 |
| 2023-12-31 | $293k | 616 | 475.31 |
| 2023-09-30 | $249k | 582 | 427.14 |
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