Spdr S&p 500 Etf shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 543 | 666.77 |
| 2025-06-30 | $274k | 443 | 618.53 |
| 2025-03-31 | $212k | 378 | 559.93 |
| 2024-12-31 | $221k | 377 | 586.41 |
| 2024-09-30 | $216k | 376 | 573.95 |
| 2024-06-30 | $403k | 740 | 544.21 |
| 2024-03-31 | $195k | 371 | 524.30 |
| 2023-12-31 | $365k | 766 | 475.81 |
| 2023-09-30 | $159k | 371 | 428.35 |
| 2023-06-30 | $170k | 382 | 444.10 |
| 2023-03-31 | $148k | 361 | 410.15 |
| 2022-12-31 | $136k | 356 | 382.02 |
| 2022-09-30 | $127k | 356 | 356.74 |
| 2022-06-30 | $129k | 342 | 377.19 |
| 2022-03-31 | $153k | 339 | 451.33 |
| 2021-12-31 | $161k | 338 | 476.33 |
More positions owned by CarsonAllaria Wealth Management
View all positions for CarsonAllaria Wealth Management