Spdr S&p 500 Etf shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 4.6k | 522.96 |
| 2023-12-31 | $2.2M | 4.6k | 475.24 |
| 2023-09-30 | $2.0M | 4.7k | 427.45 |
| 2023-06-30 | $2.3M | 5.1k | 443.30 |
| 2023-03-31 | $2.1M | 5.1k | 409.36 |
| 2022-12-31 | $2.0M | 5.2k | 382.44 |
| 2022-09-30 | $2.1M | 6.0k | 357.18 |
| 2022-06-30 | $2.2M | 5.9k | 377.21 |
| 2022-03-31 | $2.7M | 5.9k | 451.63 |
| 2021-12-31 | $2.8M | 5.9k | 474.76 |
| 2021-09-30 | $2.5M | 5.8k | 429.04 |
| 2021-06-30 | $2.5M | 5.9k | 428.02 |
| 2021-03-31 | $2.3M | 5.8k | 396.28 |
| 2020-12-31 | $2.4M | 6.4k | 373.84 |
| 2020-09-30 | $2.1M | 6.3k | 334.81 |
| 2020-06-30 | $2.0M | 6.3k | 308.25 |
| 2020-03-31 | $1.6M | 6.3k | 257.69 |
| 2019-12-31 | $2.8M | 8.8k | 321.84 |
| 2019-09-30 | $2.7M | 9.1k | 296.68 |
| 2019-06-30 | $2.5M | 8.6k | 292.96 |
| 2019-03-31 | $2.4M | 8.6k | 282.39 |
| 2018-12-31 | $2.2M | 8.6k | 249.88 |
More positions owned by Brandywine Oak Private Wealth
View all positions for Brandywine Oak Private Wealth