Spdr S&p 500 Etf shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 5.1k | 573.81 |
| 2024-06-30 | $3.4M | 6.2k | 544.26 |
| 2024-03-31 | $3.3M | 6.3k | 523.10 |
| 2023-12-31 | $3.1M | 6.5k | 475.34 |
| 2023-09-30 | $2.5M | 5.9k | 427.50 |
| 2023-06-30 | $2.6M | 6.0k | 443.29 |
| 2023-03-31 | $2.5M | 6.1k | 409.39 |
| 2022-12-31 | $2.4M | 6.2k | 382.42 |
| 2022-09-30 | $4.2M | 12k | 357.17 |
| 2022-06-30 | $3.1M | 8.3k | 377.24 |
| 2022-03-31 | $3.7M | 8.1k | 451.64 |
| 2021-12-31 | $1.9M | 4.0k | 474.86 |
| 2021-09-30 | $1.9M | 4.4k | 429.16 |
| 2021-06-30 | $1.9M | 4.3k | 428.11 |
| 2021-03-31 | $1.8M | 4.6k | 396.25 |
| 2020-12-31 | $718k | 1.9k | 373.76 |
| 2020-09-30 | $569k | 1.7k | 334.71 |
| 2020-06-30 | $561k | 1.8k | 308.58 |
| 2020-03-31 | $989k | 3.8k | 257.82 |
| 2019-12-31 | $154k | 477 | 322.85 |
More positions owned by Center for Financial Planning
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