Spdr S&p 500 Etf shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.3k | 573.71 |
| 2024-06-30 | $1.3M | 2.4k | 544.18 |
| 2024-03-31 | $1.2M | 2.4k | 523.02 |
| 2023-12-31 | $1.1M | 2.4k | 475.26 |
| 2023-09-30 | $1.0M | 2.4k | 427.43 |
| 2023-06-30 | $1.1M | 2.4k | 443.23 |
| 2023-03-31 | $968k | 2.4k | 409.35 |
| 2022-12-31 | $904k | 2.4k | 382.39 |
| 2022-09-30 | $842k | 2.4k | 356.93 |
| 2022-06-30 | $890k | 2.4k | 377.28 |
| 2021-12-31 | $1.3M | 2.7k | 474.80 |
| 2021-03-31 | $1.1M | 2.4k | 451.46 |
More positions owned by Collaborative Wealth Managment
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