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Spdr S&p 500 Etf shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 3.8k 666.13
2025-06-30 $2.3M 3.8k 617.85
2025-03-31 $2.2M 3.8k 559.51
2024-12-31 $2.3M 3.9k 586.01