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Custom Portfolio Group LLC

SEC CIK
0002034330
Latest filing
Aug 27, 2024

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Custom Portfolio Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2024 holdings

Shares (Q2 2024)
1,197
Value
$653.3K
% of portfolio
0.5%
Quarters held
3
Since Q4 2023
Holdings of SPY by Custom Portfolio Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20241,197$653.3K0.5%00.0%UnchangedHolders
Q1 20241,197$628.0K0.5%+205+20.7%AddedHolders
Q4 2023992$473.4K0.4%–No prior filingHolders