Spdr S&p 500 Etf shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 9.2k | 666.20 |
| 2025-06-30 | $5.1M | 8.3k | 617.62 |
| 2025-03-31 | $2.9M | 5.1k | 564.55 |
| 2024-12-31 | $3.3M | 5.5k | 591.97 |
| 2024-09-30 | $3.3M | 5.7k | 573.21 |
| 2024-06-30 | $3.0M | 5.3k | 555.86 |
| 2024-03-31 | $3.6M | 6.9k | 518.41 |
| 2023-12-31 | $2.4M | 5.0k | 475.26 |
| 2023-09-30 | $2.3M | 5.3k | 436.32 |
| 2023-06-30 | $2.7M | 6.0k | 449.25 |
| 2023-03-31 | $2.5M | 6.0k | 409.41 |
| 2022-12-31 | $2.4M | 6.3k | 382.42 |
| 2022-09-30 | $2.3M | 6.3k | 357.21 |
| 2022-06-30 | $2.4M | 6.3k | 378.79 |
| 2022-03-31 | $3.9M | 8.6k | 452.99 |
| 2021-12-31 | $3.9M | 8.2k | 476.67 |
| 2021-09-30 | $4.4M | 10k | 430.62 |
| 2021-06-30 | $4.4M | 10k | 429.47 |
| 2021-03-31 | $5.2M | 13k | 397.08 |
| 2020-12-31 | $2.9M | 7.7k | 375.62 |
| 2020-09-30 | $2.5M | 7.3k | 335.88 |
| 2020-06-30 | $2.4M | 7.2k | 332.83 |
| 2020-03-31 | $2.1M | 7.4k | 281.64 |
| 2019-12-31 | $3.3k | 409 | 8.06 |
| 2019-09-30 | $235k | 793 | 296.34 |
| 2019-06-30 | $281k | 959 | 293.01 |
| 2017-09-30 | $241k | 960 | 251.04 |
More positions owned by Capital Asset Advisory Services
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