Spdr S&p 500 Etf shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview 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 Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 382 | 667.03 |
| 2025-06-30 | $235k | 381 | 617.52 |
| 2024-12-31 | $213k | 363 | 586.45 |
| 2023-06-30 | $53k | 119 | 443.85 |
| 2023-03-31 | $49k | 119 | 409.39 |
| 2022-12-31 | $126k | 330 | 382.43 |
| 2022-09-30 | $122k | 342 | 356.73 |
| 2022-06-30 | $118k | 312 | 378.21 |
| 2022-03-31 | $135k | 299 | 451.51 |
| 2021-12-31 | $126k | 265 | 475.47 |
| 2021-09-30 | $108k | 252 | 428.57 |
| 2021-06-30 | $108k | 252 | 428.57 |
| 2021-03-31 | $88k | 223 | 394.62 |