Spdr S&p 500 Etf shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.5k | 666.17 |
| 2025-06-30 | $2.3M | 3.7k | 614.99 |
| 2025-03-31 | $1.2M | 2.1k | 559.48 |
| 2024-12-31 | $1.3M | 2.2k | 586.05 |
| 2024-09-30 | $1.3M | 2.3k | 573.72 |
| 2024-06-30 | $1.2M | 2.3k | 544.28 |
| 2024-03-31 | $1.2M | 2.3k | 523.09 |
| 2023-12-31 | $1.2M | 2.6k | 475.30 |
| 2023-09-30 | $1.0M | 2.4k | 421.58 |
| 2023-06-30 | $1.1M | 2.5k | 443.27 |
| 2023-03-31 | $1.0M | 2.5k | 409.38 |
| 2022-12-31 | $1.1M | 2.9k | 382.43 |
| 2022-09-30 | $1.3M | 3.7k | 357.30 |
| 2022-06-30 | $1.3M | 3.3k | 377.34 |
| 2022-03-31 | $1.5M | 3.4k | 451.65 |
| 2021-12-31 | $1.8M | 3.7k | 474.92 |