Spdr S&p 500 Etf shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 666.21 |
| 2025-06-30 | $3.4M | 5.4k | 617.75 |
| 2025-03-31 | $4.2M | 7.5k | 559.39 |
| 2024-12-31 | $1.2M | 2.0k | 586.17 |
| 2024-09-30 | $1.0M | 1.8k | 574.06 |
| 2024-03-31 | $785k | 1.5k | 523.12 |
| 2023-12-31 | $657k | 1.4k | 475.46 |
| 2023-09-30 | $504k | 1.2k | 427.76 |
| 2023-06-30 | $384k | 867 | 443.41 |
| 2023-03-31 | $352k | 859 | 409.39 |
| 2022-12-31 | $261k | 1.3k | 206.14 |