Spdr S&p 500 Etf shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $26M | 47k | 544.22 |
| 2024-03-31 | $25M | 48k | 523.07 |
| 2023-12-31 | $22M | 46k | 475.31 |
| 2023-09-30 | $18M | 41k | 427.48 |
| 2023-06-30 | $18M | 41k | 443.28 |
| 2023-03-31 | $27M | 65k | 409.39 |
| 2022-12-31 | $30M | 79k | 382.43 |
| 2022-09-30 | $28M | 77k | 357.18 |
| 2022-06-30 | $31M | 82k | 377.26 |
| 2022-03-31 | $39M | 86k | 451.64 |
| 2021-12-31 | $43M | 90k | 474.96 |
| 2021-09-30 | $40M | 92k | 429.14 |
| 2021-06-30 | $41M | 95k | 428.06 |
| 2021-03-31 | $40M | 100k | 396.34 |
| 2020-12-31 | $40M | 106k | 373.88 |
| 2020-09-30 | $38M | 113k | 334.89 |
| 2020-06-30 | $62M | 202k | 308.36 |
| 2020-03-31 | $51M | 198k | 257.75 |
| 2019-12-31 | $42M | 129k | 321.86 |
| 2019-09-30 | $39M | 131k | 296.77 |
| 2019-06-30 | $38M | 131k | 293.00 |
| 2019-03-31 | $1.8M | 6.5k | 282.48 |
| 2018-12-31 | $2.2M | 8.8k | 249.92 |
| 2018-09-30 | $22M | 76k | 290.72 |
| 2018-06-30 | $21M | 76k | 282.10 |
| 2018-03-31 | $20M | 77k | 263.15 |
| 2017-12-31 | $21M | 78k | 266.86 |
| 2017-09-30 | $1.7M | 6.6k | 251.21 |
| 2017-06-30 | $20M | 82k | 246.90 |
| 2017-03-31 | $306k | 1.3k | 235.38 |
| 2016-12-31 | $19M | 87k | 223.53 |
| 2016-09-30 | $308k | 1.4k | 216.14 |
| 2016-06-30 | $289k | 1.4k | 209.42 |
| 2016-03-31 | $201k | 978 | 205.52 |
| 2015-12-31 | $15M | 74k | 203.86 |
| 2015-09-30 | $14M | 72k | 191.64 |
| 2015-06-30 | $14M | 67k | 205.85 |
| 2015-03-31 | $13M | 64k | 206.43 |
| 2014-12-31 | $12M | 56k | 205.54 |
| 2014-09-30 | $15M | 77k | 197.02 |
| 2014-06-30 | $207k | 1.1k | 196.02 |
| 2014-03-31 | $20M | 106k | 187.01 |
| 2013-12-31 | $19M | 102k | 184.69 |
| 2013-09-30 | $1.8M | 11k | 167.97 |
| 2013-06-30 | $18M | 111k | 160.42 |
| 2013-03-31 | $8.0M | 51k | 156.66 |
| 2012-12-31 | $232k | 1.6k | 142.42 |