Spdr S&p 500 Etf shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 5.7k | 544.23 |
| 2024-06-30 | $3.0M | 5.5k | 544.23 |
| 2023-03-31 | $878k | 2.1k | 409.47 |
| 2022-12-31 | $902k | 2.4k | 382.42 |
| 2022-09-30 | $688k | 1.9k | 357.22 |
| 2022-06-30 | $788k | 2.1k | 377.39 |
| 2022-03-31 | $1.0M | 2.3k | 451.51 |
| 2021-12-31 | $1.1M | 2.3k | 474.78 |
| 2021-09-30 | $882k | 2.1k | 428.99 |
| 2021-06-30 | $927k | 2.2k | 427.98 |
| 2020-12-31 | $2.2M | 5.9k | 373.83 |
More positions owned by Cerro Pacific Wealth Advisors
View all positions for Cerro Pacific Wealth Advisors