Spdr S&p 500 Etf shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle 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 Castle 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 Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 2.4k | 683.85 |
| 2025-09-30 | $1.6M | 2.4k | 667.89 |
| 2025-06-30 | $1.5M | 2.4k | 619.70 |
| 2025-03-31 | $1.4M | 2.4k | 561.11 |
| 2024-12-31 | $1.4M | 2.4k | 588.04 |
| 2024-09-30 | $1.5M | 2.5k | 575.49 |
| 2024-06-30 | $1.4M | 2.5k | 545.96 |
| 2024-03-31 | $1.2M | 2.2k | 524.62 |
| 2023-12-31 | $1.2M | 2.5k | 477.18 |
| 2023-09-30 | $1.1M | 2.5k | 428.99 |
| 2023-06-30 | $1.1M | 2.5k | 444.98 |
| 2023-03-31 | $1.0M | 2.5k | 410.94 |
| 2022-12-31 | $956k | 2.5k | 384.19 |
| 2022-09-30 | $890k | 2.5k | 358.73 |
| 2022-06-30 | $1.3M | 3.3k | 378.71 |