Spdr S&p 500 Etf shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.3k | 666.19 |
| 2025-06-30 | $2.4M | 3.9k | 617.89 |
| 2025-03-31 | $2.2M | 4.0k | 559.45 |
| 2024-12-31 | $2.4M | 4.0k | 586.03 |
| 2024-09-30 | $2.4M | 4.1k | 573.73 |
| 2024-06-30 | $2.1M | 3.9k | 544.26 |
| 2024-03-31 | $1.9M | 3.7k | 523.01 |
| 2023-09-30 | $3.0M | 7.1k | 427.46 |
| 2023-06-30 | $3.1M | 7.1k | 443.29 |
| 2023-03-31 | $2.9M | 7.0k | 409.37 |
| 2022-12-31 | $2.6M | 6.9k | 382.43 |
| 2022-09-30 | $2.4M | 6.7k | 357.27 |
| 2022-06-30 | $2.2M | 5.9k | 377.21 |
| 2022-03-31 | $2.7M | 6.0k | 451.70 |
| 2021-12-31 | $3.4M | 7.2k | 475.00 |
| 2021-09-30 | $2.7M | 6.2k | 429.15 |
| 2021-06-30 | $2.7M | 6.2k | 428.11 |
| 2021-03-31 | $2.5M | 6.2k | 396.30 |
| 2020-12-31 | $2.6M | 6.9k | 374.29 |
| 2020-09-30 | $6.1M | 18k | 334.88 |
| 2020-06-30 | $2.4M | 7.9k | 308.18 |
| 2020-03-31 | $3.0M | 12k | 257.97 |
| 2019-12-31 | $2.1M | 6.4k | 321.94 |
| 2019-09-30 | $1.6M | 5.5k | 296.76 |
| 2019-06-30 | $1.7M | 5.9k | 293.03 |
| 2019-03-31 | $1.7M | 5.9k | 282.38 |
| 2018-12-31 | $1.5M | 5.9k | 249.96 |
| 2018-09-30 | $1.7M | 6.0k | 290.67 |
| 2018-06-30 | $1.6M | 6.1k | 271.26 |
| 2018-03-31 | $2.0M | 7.6k | 263.19 |
| 2017-12-31 | $2.4M | 8.9k | 266.91 |
| 2017-09-30 | $2.2M | 8.7k | 251.26 |
| 2017-06-30 | $2.1M | 8.8k | 241.84 |
| 2017-03-31 | $1.9M | 8.3k | 235.69 |
| 2016-12-31 | $1.8M | 8.1k | 223.56 |
| 2016-09-30 | $1.4M | 6.5k | 216.25 |
| 2016-06-30 | $1.3M | 6.4k | 209.48 |
| 2016-03-31 | $3.9M | 19k | 205.51 |
| 2015-12-31 | $1.2M | 6.1k | 203.80 |
| 2015-09-30 | $1.2M | 6.4k | 191.56 |
| 2015-06-30 | $2.2M | 11k | 205.86 |
| 2015-03-31 | $3.8M | 18k | 206.45 |
| 2014-12-31 | $1.6M | 7.9k | 205.57 |
| 2014-09-30 | $1.2M | 6.2k | 197.04 |
| 2014-06-30 | $1.1M | 5.7k | 195.79 |
| 2014-03-31 | $877k | 4.7k | 186.95 |
| 2013-12-31 | $703k | 3.8k | 184.71 |
More positions owned by Capstone Financial Advisors
View all positions for Capstone Financial Advisors