Spdr S&p 500 Etf shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.3k | 666.27 |
| 2025-06-30 | $1.9M | 3.0k | 617.81 |
| 2025-03-31 | $1.6M | 2.8k | 559.41 |
| 2024-12-31 | $1.7M | 2.8k | 586.15 |
| 2024-09-30 | $1.6M | 2.8k | 573.81 |
| 2024-06-30 | $1.5M | 2.8k | 544.24 |
| 2024-03-31 | $1.4M | 2.7k | 523.07 |
| 2023-09-30 | $1.1M | 2.6k | 427.48 |
| 2023-06-30 | $1.2M | 2.6k | 443.28 |
| 2023-03-31 | $1.1M | 2.6k | 409.39 |
| 2022-12-31 | $1.0M | 2.7k | 382.43 |
| 2022-09-30 | $941k | 2.6k | 357.25 |
| 2022-06-30 | $994k | 2.6k | 377.37 |
| 2022-03-31 | $1.2M | 2.7k | 451.59 |
| 2021-12-31 | $1.3M | 2.7k | 475.07 |
| 2021-09-30 | $1.2M | 2.7k | 429.32 |
| 2021-06-30 | $1.2M | 2.7k | 428.20 |
| 2021-03-31 | $1.1M | 2.7k | 396.21 |
| 2020-12-31 | $1.0M | 2.7k | 373.88 |
| 2020-09-30 | $928k | 2.8k | 334.78 |
| 2020-06-30 | $836k | 2.7k | 308.37 |
| 2020-03-31 | $1.3M | 5.0k | 257.77 |
| 2019-12-31 | $1.7M | 5.2k | 321.83 |