Spdr S&p 500 Etf shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $659k | 62k | 10.61 |
2023-09-30 | $22M | 51k | 427.48 |
2023-06-30 | $136k | 70k | 1.94 |
2023-03-31 | $26M | 64k | 409.39 |
2022-12-31 | $24M | 64k | 382.43 |
2022-09-30 | $717k | 87k | 8.24 |
2022-06-30 | $2.2M | 83k | 26.50 |
2022-03-31 | $37M | 81k | 451.65 |
2021-12-31 | $38M | 80k | 474.95 |
2021-09-30 | $621k | 55k | 11.25 |
2021-06-30 | $34M | 79k | 428.06 |
2021-03-31 | $52M | 131k | 396.33 |
2020-12-31 | $51M | 133k | 382.88 |
2020-09-30 | $276k | 125k | 2.20 |
2020-06-30 | $43M | 138k | 308.35 |
2020-03-31 | $34M | 131k | 257.74 |
2019-12-31 | $44M | 135k | 321.86 |
2019-09-30 | $766k | 142k | 5.38 |
2019-06-30 | $37M | 127k | 293.00 |
2019-03-31 | $13M | 44k | 282.34 |
2018-12-31 | $13M | 53k | 249.38 |
2018-09-30 | $16M | 53k | 290.93 |
2018-06-30 | $14M | 53k | 271.03 |
2018-03-31 | $12M | 44k | 263.67 |
2017-09-30 | $12M | 48k | 250.62 |
2017-06-30 | $29M | 120k | 241.80 |
2017-03-31 | $12M | 49k | 236.26 |
2016-12-31 | $11M | 50k | 223.51 |
2016-09-30 | $12M | 57k | 216.13 |
2016-06-30 | $12M | 58k | 209.91 |
2016-03-31 | $9.9M | 48k | 205.13 |
2015-12-31 | $16M | 76k | 203.87 |
2015-09-30 | $11M | 58k | 192.16 |
2015-06-30 | $12M | 58k | 205.86 |
2015-03-31 | $12M | 60k | 206.40 |
2014-12-31 | $2.1M | 14k | 156.63 |
2014-09-30 | $12M | 63k | 196.66 |
2014-06-30 | $13M | 64k | 195.74 |
2014-03-31 | $13M | 68k | 187.04 |
2013-12-31 | $2.1M | 14k | 156.63 |
2013-09-30 | $9.7M | 58k | 168.00 |
2013-06-30 | $2.2M | 14k | 160.40 |
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