Spdr S&p 500 Etf shares owned by Ccg Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Ccg Wealth Management
from 13F filings
Historical chart of Ccg Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Ccg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Ccg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 4.9k | 666.21 |
| 2025-06-30 | $2.5M | 4.0k | 617.85 |
| 2025-03-31 | $2.2M | 3.9k | 559.43 |
| 2024-12-31 | $2.3M | 3.9k | 586.01 |
| 2024-09-30 | $2.2M | 3.9k | 573.81 |
| 2024-06-30 | $2.1M | 3.9k | 544.18 |
| 2024-03-31 | $2.1M | 3.9k | 523.08 |
| 2023-12-31 | $1.9M | 3.9k | 475.32 |
| 2023-09-30 | $1.7M | 4.0k | 427.53 |
| 2023-06-30 | $1.7M | 3.9k | 443.31 |
| 2023-03-31 | $1.7M | 4.0k | 409.34 |
| 2022-12-31 | $1.7M | 4.6k | 382.45 |
| 2022-09-30 | $2.0M | 5.5k | 357.21 |
| 2022-06-30 | $2.1M | 5.5k | 377.23 |
| 2022-03-31 | $5.5M | 12k | 451.68 |
| 2021-12-31 | $13M | 27k | 474.89 |
| 2021-09-30 | $3.8M | 9.0k | 429.16 |
| 2021-06-30 | $236k | 551 | 428.31 |
| 2021-03-31 | $218k | 551 | 395.64 |
| 2020-12-31 | $245k | 656 | 373.48 |
| 2020-09-30 | $220k | 656 | 335.37 |
| 2020-06-30 | $202k | 656 | 307.93 |
| 2020-03-31 | $207k | 804 | 257.46 |
| 2019-12-31 | $388k | 1.2k | 321.99 |
| 2019-09-30 | $358k | 1.2k | 297.10 |
| 2019-06-30 | $353k | 1.2k | 292.95 |
| 2019-03-31 | $284k | 1.0k | 282.03 |