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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |