Spdr S&p 500 Etf shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth 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 Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 3.6k | 573.67 |
| 2024-06-30 | $2.8M | 5.2k | 544.19 |
| 2024-03-31 | $1.9M | 3.7k | 523.05 |
| 2023-12-31 | $1.9M | 4.1k | 475.31 |
| 2023-09-30 | $1.3M | 3.1k | 427.48 |
| 2023-06-30 | $1.4M | 3.1k | 443.28 |
| 2023-03-31 | $1.3M | 3.2k | 409.39 |
| 2022-12-31 | $1.1M | 2.9k | 382.43 |
| 2022-09-30 | $930k | 2.6k | 357.01 |
| 2022-06-30 | $1.1M | 2.6k | 419.77 |
| 2022-03-31 | $938k | 2.1k | 451.61 |
| 2021-12-31 | $977k | 2.1k | 474.50 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services