Compass Advisory Group »

Spdr S&p 500 Etf shares owned by Compass Advisory Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Compass Advisory Group from 13F filings

Historical chart of Compass Advisory Group 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 Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 367 575.51
2024-06-30 $211k 386 545.98
2024-03-31 $202k 386 523.07
2022-03-31 $211k 468 450.85
2021-12-31 $222k 468 474.36

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Advisory Group

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf