Spdr S&p 500 Etf shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 7.4k | 666.21 |
| 2025-06-30 | $11M | 18k | 617.85 |
| 2025-03-31 | $4.3M | 7.7k | 559.37 |
| 2024-12-31 | $10M | 17k | 586.09 |
| 2024-09-30 | $3.6M | 6.3k | 573.76 |
| 2024-06-30 | $3.3M | 6.1k | 544.19 |
| 2024-03-31 | $6.4M | 12k | 523.09 |
| 2023-12-31 | $2.3M | 4.8k | 475.31 |
| 2023-09-30 | $4.8M | 11k | 427.46 |
| 2023-06-30 | $2.1M | 4.8k | 443.30 |
| 2023-03-31 | $1.8M | 4.5k | 409.38 |
| 2022-12-31 | $1.8M | 4.8k | 382.46 |
| 2022-09-30 | $6.4M | 18k | 357.21 |
| 2022-06-30 | $1.9M | 5.1k | 377.17 |
| 2022-03-31 | $1.9M | 4.2k | 451.57 |
| 2021-12-31 | $2.1M | 4.4k | 474.94 |
| 2021-09-30 | $1.5M | 3.5k | 429.10 |
| 2021-06-30 | $1.5M | 3.5k | 428.05 |
| 2021-03-31 | $1.5M | 3.7k | 396.18 |
| 2020-12-31 | $1.4M | 3.8k | 373.82 |
| 2020-09-30 | $1.4M | 4.1k | 334.81 |
| 2020-06-30 | $1.2M | 4.1k | 308.15 |
| 2020-03-31 | $1.1M | 4.3k | 257.74 |
| 2019-12-31 | $1.4M | 4.3k | 321.77 |
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