Spdr S&p 500 Etf shares owned by Capital Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.6M | 3.8k | 427.51 |
| 2023-06-30 | $1.5M | 3.4k | 443.24 |
| 2023-03-31 | $1.2M | 2.9k | 409.39 |
| 2022-12-31 | $950k | 2.5k | 382.46 |
| 2022-09-30 | $883k | 2.5k | 357.20 |
| 2022-06-30 | $875k | 2.3k | 377.32 |
| 2022-03-31 | $938k | 2.1k | 451.61 |
| 2021-12-31 | $963k | 2.0k | 474.85 |
| 2021-09-30 | $869k | 2.0k | 429.14 |
| 2021-06-30 | $524k | 1.2k | 428.45 |
| 2021-03-31 | $482k | 1.2k | 396.06 |
| 2020-12-31 | $458k | 1.2k | 373.88 |
| 2020-09-30 | $685k | 2.0k | 334.96 |
| 2020-06-30 | $612k | 2.0k | 308.62 |
| 2020-03-31 | $568k | 2.2k | 257.83 |
| 2019-12-31 | $779k | 2.4k | 321.64 |
| 2019-09-30 | $734k | 2.5k | 296.57 |
| 2019-06-30 | $646k | 2.2k | 292.84 |
| 2019-03-31 | $537k | 20 | 26850.00 |
| 2018-12-31 | $486k | 2.0k | 246.03 |
More positions owned by Capital Financial Planning
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