Spdr S&p 500 Etf shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 51k | 573.76 |
| 2024-06-30 | $26M | 47k | 544.22 |
| 2024-03-31 | $23M | 44k | 523.07 |
| 2023-12-31 | $20M | 41k | 475.31 |
| 2023-09-30 | $17M | 41k | 427.48 |
| 2023-06-30 | $18M | 40k | 443.28 |
| 2023-03-31 | $16M | 40k | 409.39 |
| 2022-12-31 | $15M | 39k | 382.43 |
| 2022-09-30 | $14M | 39k | 357.12 |
| 2022-06-30 | $15M | 39k | 377.26 |
| 2022-03-31 | $18M | 38k | 474.90 |
| 2021-12-31 | $18M | 38k | 474.90 |
| 2021-09-30 | $16M | 38k | 429.14 |
| 2021-06-30 | $16M | 38k | 428.06 |
| 2021-03-31 | $15M | 38k | 396.34 |
| 2020-12-31 | $14M | 38k | 373.87 |