Spdr S&p 500 Etf shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Colonial River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $402k | 701 | 573.76 |
| 2024-06-30 | $426k | 782 | 544.22 |
| 2024-03-31 | $345k | 659 | 523.07 |
| 2023-12-31 | $448k | 943 | 475.31 |
| 2023-09-30 | $532k | 1.2k | 427.48 |
| 2023-06-30 | $416k | 939 | 443.28 |
| 2023-03-31 | $326k | 797 | 409.39 |
| 2022-12-31 | $269k | 704 | 382.43 |
| 2022-09-30 | $394k | 1.1k | 357.53 |
| 2022-06-30 | $539k | 1.4k | 377.19 |
| 2022-03-31 | $713k | 1.6k | 451.55 |
| 2021-12-31 | $357k | 752 | 474.73 |
| 2021-09-30 | $10M | 22k | 447.21 |
| 2021-06-30 | $324k | 758 | 427.44 |
| 2021-03-31 | $314k | 792 | 396.46 |
| 2020-12-31 | $357k | 917 | 389.31 |
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