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
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Quarterly reported holdings in Spdr S&p 500 Etf by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 15k | 666.17 |
| 2025-06-30 | $9.7M | 16k | 617.83 |
| 2025-03-31 | $7.4M | 13k | 586.06 |
| 2024-12-31 | $4.1M | 7.2k | 573.70 |
| 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
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