Spdr S&p 500 Etf shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 429 | 524.15 |
| 2023-12-31 | $237k | 498 | 476.08 |
| 2023-09-30 | $213k | 498 | 428.10 |
| 2023-06-30 | $221k | 499 | 442.97 |
| 2023-03-31 | $212k | 519 | 409.06 |
| 2022-12-31 | $227k | 592 | 383.45 |
| 2022-09-30 | $218k | 609 | 357.96 |
| 2022-06-30 | $271k | 715 | 379.02 |
| 2022-03-31 | $323k | 715 | 451.75 |
| 2021-12-31 | $304k | 680 | 447.06 |
| 2021-09-30 | $292k | 680 | 429.41 |
| 2021-06-30 | $309k | 722 | 427.98 |
| 2021-03-31 | $307k | 774 | 396.64 |
| 2020-12-31 | $317k | 849 | 373.38 |
| 2020-09-30 | $284k | 849 | 334.51 |
| 2020-06-30 | $262k | 849 | 308.60 |
| 2020-03-31 | $2.1M | 8.2k | 257.72 |
| 2019-12-31 | $3.3M | 10k | 321.85 |
| 2019-09-30 | $2.7M | 9.1k | 296.73 |
| 2019-06-30 | $4.4M | 15k | 293.00 |
| 2019-03-31 | $4.5M | 16k | 282.48 |
| 2018-12-31 | $4.4M | 18k | 249.93 |
More positions owned by Bay Harbor Wealth Management
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