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Spdr S&p 500 Etf shares owned by Compass Financial Services

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

Historical chart of Compass Financial Services 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 Financial Services 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 Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.8k 666.09
2025-06-30 $1.1M 1.8k 617.71
2025-03-31 $982k 1.8k 559.31
2024-12-31 $939k 1.6k 586.02