Spdr S&p 500 Etf shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners 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 Cfm Wealth Partners 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 Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 666.19 |
| 2025-06-30 | $11M | 17k | 617.84 |
| 2025-03-31 | $9.6M | 17k | 559.38 |
| 2024-12-31 | $10M | 17k | 586.09 |
| 2024-09-30 | $6.3M | 12k | 523.07 |
| 2024-06-30 | $8.7M | 16k | 544.22 |
| 2024-03-31 | $6.3M | 12k | 523.07 |
| 2023-12-31 | $5.0M | 11k | 475.31 |
| 2023-09-30 | $4.3M | 10k | 427.48 |
| 2023-06-30 | $4.4M | 9.9k | 443.28 |
| 2023-03-31 | $3.9M | 9.6k | 409.39 |
| 2022-12-31 | $3.5M | 9.1k | 382.43 |
| 2022-09-30 | $3.0M | 8.3k | 357.24 |
| 2022-06-30 | $2.7M | 7.3k | 377.29 |
| 2022-03-31 | $3.3M | 7.3k | 451.66 |
| 2021-12-31 | $3.2M | 6.6k | 477.69 |
| 2021-09-30 | $3.0M | 6.9k | 429.13 |
| 2021-06-30 | $2.7M | 6.3k | 428.02 |
| 2021-03-31 | $2.4M | 6.0k | 396.31 |
| 2020-12-31 | $1.7M | 4.7k | 373.82 |
| 2020-09-30 | $1.6M | 4.7k | 347.26 |
| 2020-06-30 | $1.4M | 4.7k | 308.27 |
| 2020-03-31 | $1.0M | 4.1k | 257.80 |
| 2019-12-31 | $1.2M | 3.8k | 331.02 |