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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

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Quarterly reported holdings in Spdr S&p 500 Etf by Clientfirst Wealth Management

Quarter filed Position value Share count Share price at filing
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