Spdr S&p 500 Etf shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth 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 Carolina Wealth 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 Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35k | 61 | 573.75 |
| 2024-06-30 | $33k | 61 | 544.21 |
| 2024-03-31 | $163k | 311 | 523.07 |
| 2023-12-31 | $29k | 61 | 475.30 |
| 2023-09-30 | $26k | 61 | 427.48 |
| 2023-06-30 | $164k | 369 | 443.28 |
| 2023-03-31 | $30k | 72 | 409.39 |
| 2022-12-31 | $23k | 61 | 377.05 |
| 2022-09-30 | $49k | 138 | 355.07 |
| 2022-06-30 | $52k | 138 | 376.81 |
| 2022-03-31 | $62k | 138 | 449.28 |
| 2021-12-31 | $66k | 138 | 478.26 |
| 2021-09-30 | $59k | 138 | 427.54 |
| 2021-06-30 | $59k | 138 | 427.54 |
| 2021-03-31 | $55k | 138 | 398.55 |
| 2020-12-31 | $78k | 208 | 375.00 |
| 2020-09-30 | $70k | 208 | 336.54 |
| 2020-06-30 | $64k | 208 | 307.69 |
| 2020-03-31 | $54k | 208 | 259.62 |
| 2019-12-31 | $56k | 175 | 320.00 |