Spdr S&p 500 Etf shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management 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 Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $8.3M | 28k | 296.78 |
| 2020-06-30 | $7.9M | 26k | 308.37 |
| 2020-03-31 | $6.9M | 27k | 257.76 |
| 2019-12-31 | $8.3M | 28k | 296.78 |
| 2019-09-30 | $8.3M | 28k | 296.78 |
| 2019-06-30 | $8.1M | 28k | 292.99 |
| 2019-03-31 | $8.1M | 29k | 282.48 |
| 2018-12-31 | $7.3M | 29k | 249.93 |
| 2018-09-30 | $8.6M | 30k | 290.70 |
| 2018-06-30 | $8.1M | 30k | 271.27 |
| 2018-03-31 | $8.4M | 32k | 263.16 |
| 2017-12-31 | $8.6M | 32k | 266.86 |
| 2017-09-30 | $8.2M | 33k | 251.23 |
| 2017-06-30 | $7.7M | 33k | 235.73 |
| 2017-03-31 | $7.7M | 33k | 235.73 |
| 2016-12-31 | $7.2M | 32k | 223.51 |
| 2016-09-30 | $7.0M | 32k | 216.30 |
| 2016-06-30 | $6.8M | 33k | 209.48 |
| 2016-03-31 | $7.2M | 35k | 205.51 |
| 2015-12-31 | $7.6M | 37k | 203.86 |
| 2015-09-30 | $6.8M | 36k | 191.64 |
| 2015-06-30 | $8.2M | 40k | 205.85 |
| 2015-03-31 | $8.0M | 39k | 206.44 |
| 2014-12-31 | $6.7M | 33k | 205.53 |
| 2014-09-30 | $5.6M | 29k | 197.01 |
| 2014-06-30 | $5.6M | 28k | 195.72 |
| 2014-03-31 | $3.8M | 21k | 187.01 |
More positions owned by Confluence Wealth Management
View all positions for Confluence Wealth Management