Spdr S&p 500 Etf shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 12k | 666.17 |
| 2025-06-30 | $7.7M | 13k | 617.85 |
| 2025-03-31 | $6.4M | 11k | 559.39 |
| 2024-12-31 | $6.7M | 11k | 586.06 |
| 2024-09-30 | $6.2M | 11k | 573.77 |
| 2024-06-30 | $5.4M | 10k | 544.22 |
| 2024-03-31 | $4.9M | 9.4k | 523.07 |
| 2023-12-31 | $4.2M | 8.9k | 475.31 |
| 2023-09-30 | $4.2M | 9.8k | 427.48 |
| 2023-06-30 | $3.8M | 8.5k | 443.28 |
| 2023-03-31 | $3.9M | 9.6k | 409.39 |
| 2022-12-31 | $3.6M | 9.4k | 382.43 |
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