Spdr S&p 500 Etf shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6.8k | 666.19 |
| 2025-06-30 | $4.0M | 6.5k | 617.79 |
| 2025-03-31 | $3.5M | 6.3k | 559.39 |
| 2024-12-31 | $681k | 1.2k | 586.08 |
| 2024-09-30 | $669k | 1.2k | 573.62 |
| 2024-06-30 | $791k | 1.5k | 544.33 |
| 2024-03-31 | $685k | 1.3k | 523.07 |
| 2023-12-31 | $864k | 1.8k | 475.35 |
| 2023-09-30 | $458k | 1.1k | 427.58 |
| 2023-06-30 | $474k | 1.1k | 443.11 |
| 2023-03-31 | $457k | 1.1k | 409.36 |
| 2022-12-31 | $495k | 1.3k | 382.33 |
| 2022-03-31 | $320k | 708 | 451.98 |
| 2021-12-31 | $305k | 707 | 431.40 |
More positions owned by Capital Performance Advisors
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