Spdr S&p 500 Etf shares owned by Dopkins Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dopkins Wealth Management
from 13F filings
Historical chart of Dopkins 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 Dopkins Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Dopkins Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $465k | 889 | 523.07 |
2023-12-31 | $376k | 792 | 475.31 |
2023-09-30 | $470k | 1.1k | 427.48 |
2023-06-30 | $378k | 853 | 443.28 |
2023-03-31 | $354k | 864 | 409.39 |
2022-12-31 | $1.1M | 2.8k | 382.43 |
2022-09-30 | $988k | 2.8k | 357.32 |
2022-06-30 | $1.4M | 3.7k | 377.19 |
2022-03-31 | $1.8M | 3.9k | 451.70 |
2021-12-31 | $1.9M | 3.9k | 474.95 |