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Spdr S&p 500 Etf shares owned by Compass Planning Associates

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

Historical chart of Compass Planning Associates investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Compass Planning Associates 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 Planning Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 33k 666.19
2025-06-30 $22M 36k 617.84
2025-03-31 $20M 36k 559.38
2024-12-31 $21M 35k 586.08

More positions owned by Compass Planning Associates

Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Planning Associates

Top funds holding Spdr S&p 500 Etf

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Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf