Spdr S&p 500 Etf shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17M | 29k | 586.08 |
| 2024-09-30 | $17M | 29k | 573.76 |
| 2024-06-30 | $11M | 21k | 544.22 |
| 2024-03-31 | $11M | 21k | 523.06 |
| 2023-12-31 | $9.1M | 19k | 475.30 |
| 2023-09-30 | $7.9M | 18k | 427.49 |
| 2023-06-30 | $7.7M | 17k | 443.28 |
| 2023-03-31 | $7.2M | 18k | 409.39 |
| 2022-12-31 | $6.3M | 16k | 382.42 |
| 2022-09-30 | $6.2M | 18k | 357.20 |
| 2022-06-30 | $6.5M | 17k | 377.26 |
| 2022-03-31 | $12M | 25k | 451.66 |
| 2021-12-31 | $9.2M | 19k | 474.93 |
| 2021-09-30 | $8.2M | 19k | 429.17 |
| 2021-06-30 | $7.7M | 18k | 428.09 |
| 2021-03-31 | $7.0M | 18k | 396.35 |
| 2020-12-31 | $6.5M | 17k | 373.89 |
| 2020-09-30 | $5.3M | 16k | 334.88 |
| 2020-06-30 | $4.9M | 16k | 308.34 |
| 2019-12-31 | $5.3M | 16k | 321.88 |
| 2019-09-30 | $5.5M | 19k | 296.77 |
| 2019-06-30 | $4.1M | 14k | 293.03 |
| 2015-06-30 | $818k | 4.0k | 205.89 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors