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 csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 341 | 667.81 |
| 2024-12-31 | $214k | 364 | 588.05 |
| 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 |