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Spdr S&p 500 Etf shares owned by Carlson Financial

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $362k 484 748.06
2026-03-31 $308k 474 649.87
2025-12-31 $332k 487 682.40

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View all positions for Carlson Financial

Top funds holding Spdr S&p 500 Etf

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