Spdr S&p 500 Etf shares owned by Certus Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Certus Wealth Management
from 13F filings
Historical chart of Certus 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 Certus 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 Certus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $749k | 1.1k | 666.18 |
| 2025-06-30 | $695k | 1.1k | 617.85 |
| 2025-03-31 | $655k | 1.1k | 582.99 |
| 2024-12-31 | $680k | 1.1k | 604.85 |
| 2024-09-30 | $645k | 1.1k | 573.76 |
| 2024-06-30 | $612k | 1.1k | 544.22 |
| 2024-03-31 | $575k | 1.1k | 511.29 |
| 2023-12-31 | $534k | 1.1k | 475.31 |
| 2023-09-30 | $481k | 1.1k | 427.48 |