Spdr S&p 500 Etf shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers 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 CJM Wealth Advisers 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 CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 837 | 666.52 |
| 2025-06-30 | $517k | 837 | 617.55 |
| 2025-03-31 | $468k | 836 | 559.17 |
| 2024-12-31 | $500k | 853 | 585.83 |
| 2024-09-30 | $489k | 852 | 573.55 |
| 2024-06-30 | $415k | 761 | 545.10 |
| 2024-03-31 | $345k | 660 | 522.81 |
| 2023-12-31 | $316k | 664 | 475.63 |
| 2023-09-30 | $270k | 632 | 427.65 |
| 2023-03-31 | $224k | 548 | 409.39 |
| 2022-12-31 | $209k | 547 | 382.18 |
| 2022-06-30 | $205k | 544 | 377.34 |
| 2022-03-31 | $245k | 543 | 451.75 |
| 2021-12-31 | $257k | 542 | 474.96 |