Spdr S&p 500 Etf shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $14M | 25k | 559.40 |
| 2024-12-31 | $14M | 24k | 588.13 |
| 2024-09-30 | $15M | 25k | 575.49 |
| 2024-06-30 | $14M | 25k | 544.21 |
| 2024-03-31 | $14M | 27k | 524.62 |
| 2023-12-31 | $11M | 22k | 477.35 |
| 2023-09-30 | $10M | 24k | 418.19 |
| 2023-06-30 | $12M | 28k | 443.28 |
| 2023-03-31 | $11M | 27k | 410.90 |
| 2022-12-31 | $10M | 27k | 384.17 |
| 2022-09-30 | $8.5M | 24k | 358.80 |
| 2022-06-30 | $9.1M | 24k | 378.82 |
| 2022-03-31 | $11M | 24k | 453.00 |
| 2021-12-31 | $12M | 25k | 476.61 |
| 2021-09-30 | $11M | 25k | 430.59 |
| 2021-06-30 | $11M | 26k | 429.43 |
| 2021-03-31 | $10M | 26k | 397.61 |
| 2020-12-31 | $10M | 27k | 375.47 |
| 2020-09-30 | $9.7M | 29k | 336.23 |
| 2020-06-30 | $8.9M | 29k | 308.35 |
| 2020-03-31 | $7.4M | 29k | 259.04 |
| 2019-12-31 | $1.8M | 5.5k | 324.68 |
More positions owned by Carolinas Wealth Consulting
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