Spdr S&p 500 Etf shares owned by Carson Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $355k | 618 | 573.64 |
| 2024-06-30 | $332k | 610 | 544.23 |
| 2024-03-31 | $319k | 609 | 523.23 |
| 2023-12-31 | $292k | 614 | 475.44 |
| 2023-09-30 | $268k | 628 | 427.44 |
| 2023-06-30 | $278k | 628 | 443.09 |
| 2023-03-31 | $311k | 759 | 409.12 |
| 2022-03-31 | $208k | 461 | 451.19 |