Spdr S&p 500 Etf shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst 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 Clientfirst Wealth Management 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 Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 8.0k | 666.18 |
| 2025-06-30 | $4.9M | 8.0k | 617.85 |
| 2025-03-31 | $4.4M | 8.0k | 559.39 |
| 2024-12-31 | $4.6M | 7.9k | 586.08 |
| 2023-09-30 | $3.4M | 7.9k | 435.69 |
| 2023-06-30 | $3.5M | 7.9k | 449.28 |
| 2023-03-31 | $3.2M | 7.9k | 408.05 |
| 2022-12-31 | $3.0M | 7.9k | 382.43 |
| 2022-09-30 | $3.1M | 7.9k | 394.73 |
| 2022-06-30 | $3.1M | 8.2k | 377.23 |
| 2022-03-31 | $3.6M | 7.9k | 451.36 |
| 2021-12-31 | $3.6M | 7.9k | 455.90 |
More positions owned by Clientfirst Wealth Management
View all positions for Clientfirst Wealth Management