Spdr S&p 500 Etf shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $975k | 1.8k | 544.22 |
| 2024-03-31 | $956k | 1.8k | 523.07 |
| 2023-09-30 | $773k | 1.8k | 427.48 |
| 2023-06-30 | $825k | 1.8k | 456.48 |
| 2023-03-31 | $710k | 1.7k | 413.47 |
| 2022-12-31 | $716k | 1.7k | 416.78 |
More positions owned by Kapstone Financial Advisors
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