Spdr S&p 500 Etf shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.4k | 666.22 |
| 2025-06-30 | $2.7M | 4.4k | 617.81 |
| 2025-03-31 | $1.6M | 2.9k | 559.38 |
| 2024-12-31 | $1.7M | 2.9k | 586.09 |
| 2024-09-30 | $1.7M | 2.9k | 573.83 |
| 2024-06-30 | $1.8M | 3.3k | 544.28 |
| 2024-03-31 | $1.3M | 2.6k | 523.10 |
| 2023-12-31 | $1.2M | 2.6k | 475.38 |
| 2023-09-30 | $869k | 2.0k | 427.38 |
| 2023-06-30 | $900k | 2.0k | 443.23 |
| 2023-03-31 | $920k | 2.2k | 409.41 |
| 2022-12-31 | $863k | 2.3k | 382.44 |
| 2022-09-30 | $558k | 1.6k | 357.23 |
| 2022-06-30 | $589k | 1.6k | 377.08 |
| 2022-03-31 | $769k | 1.7k | 451.29 |
| 2021-12-31 | $968k | 2.0k | 474.98 |