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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

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All positions including Spdr S&p 500 Etf held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Wolverine Trading
Vinland Capital Management Gestora de Recursos
UBS Group
Twin Tree Management
Millennium Management
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf