Spdr S&p 500 Etf shares owned by Comprehensive Financial Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Comprehensive Financial Management
from 13F filings
Historical chart of Comprehensive Financial Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Comprehensive Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Comprehensive Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 21k | 666.18 |
| 2025-06-30 | $13M | 21k | 619.61 |
| 2025-03-31 | $12M | 21k | 561.09 |
| 2024-12-31 | $12M | 21k | 588.05 |
| 2024-09-30 | $12M | 21k | 575.51 |
| 2024-06-30 | $12M | 21k | 545.98 |
| 2024-03-31 | $11M | 21k | 524.66 |
| 2023-12-31 | $12M | 24k | 477.22 |
| 2023-09-30 | $10M | 24k | 429.06 |
| 2023-06-30 | $11M | 24k | 444.92 |
| 2023-03-31 | $11M | 28k | 410.90 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $9.9M | 28k | 358.77 |
| 2022-06-30 | $11M | 28k | 378.81 |
| 2022-03-31 | $13M | 28k | 453.02 |
| 2021-12-31 | $14M | 29k | 476.59 |
| 2021-09-30 | $13M | 31k | 430.55 |
| 2021-06-30 | $14M | 33k | 429.45 |
| 2021-03-31 | $14M | 35k | 397.59 |
| 2020-12-31 | $13M | 35k | 375.46 |
| 2020-09-30 | $12M | 36k | 336.23 |
| 2020-06-30 | $12M | 37k | 311.09 |
| 2020-03-31 | $9.7M | 37k | 259.15 |
| 2019-12-31 | $12M | 37k | 323.43 |
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