Spdr S&p 500 Etf shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 39k | 666.19 |
| 2025-06-30 | $24M | 38k | 617.84 |
| 2025-03-31 | $21M | 38k | 559.38 |
| 2024-12-31 | $22M | 38k | 586.08 |
| 2024-09-30 | $22M | 39k | 573.76 |
| 2024-06-30 | $21M | 39k | 544.22 |
| 2024-03-31 | $21M | 41k | 523.07 |
| 2023-12-31 | $20M | 42k | 475.31 |
| 2023-09-30 | $17M | 39k | 427.48 |
| 2023-06-30 | $15M | 33k | 443.28 |
| 2023-03-31 | $14M | 33k | 409.39 |
| 2022-12-31 | $2.5M | 6.6k | 382.43 |
| 2022-09-30 | $2.3M | 6.5k | 357.11 |
| 2022-06-30 | $2.4M | 6.4k | 377.24 |
| 2022-03-31 | $2.9M | 6.4k | 451.70 |
| 2021-12-31 | $2.9M | 6.2k | 474.93 |
| 2021-09-30 | $1.8M | 4.2k | 429.11 |
| 2021-06-30 | $1.8M | 4.2k | 428.13 |
| 2021-03-31 | $4.6M | 11k | 408.26 |
| 2020-12-31 | $1.7M | 4.5k | 373.92 |
| 2020-09-30 | $1.4M | 4.1k | 334.79 |
More positions owned by Connecticut Wealth Management
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