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
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All positions including Spdr S&p 500 Etf held by Comprehensive Financial Planning 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 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 |
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