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Spdr S&p 500 Etf shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment 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 Coastal Investment Advisors 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 5.2k 523.08
2023-12-31 $2.5M 5.3k 475.34
2023-09-30 $2.7M 6.1k 443.28
2023-06-30 $2.9M 6.6k 443.30
2023-03-31 $2.8M 6.8k 409.41
2022-12-31 $2.7M 7.0k 382.45
2022-09-30 $2.2M 6.0k 357.19
2022-06-30 $22M 57k 381.24
2022-03-31 $26M 57k 451.65
2021-12-31 $2.2M 4.7k 474.97
2021-09-30 $2.1M 4.8k 429.22
2021-06-30 $1.9M 4.5k 428.06
2021-03-31 $2.0M 5.1k 396.36
2020-12-31 $18M 49k 373.88
2020-09-30 $22M 65k 334.88
2020-06-30 $20M 65k 308.36
2020-03-31 $17M 66k 257.76
2019-12-31 $19M 61k 313.52
2019-09-30 $18M 62k 285.71
2019-06-30 $19M 65k 285.71
2019-03-31 $3.1M 11k 288.46