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Spdr S&p 500 Etf shares owned by Fernwood Investment Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fernwood Investment Management from 13F filings

Historical chart of Fernwood Investment 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 Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 198k 8.43
2023-09-30 $1.5M 198k 7.60
2023-06-30 $1.5M 198k 7.79
2023-03-31 $968k 2.4k 409.46
2022-12-31 $883k 2.3k 382.40
2022-09-30 $717k 2.0k 357.07
2022-06-30 $664k 1.8k 377.49
2022-03-31 $794k 1.8k 451.39
2021-12-31 $795k 1.7k 475.19
2021-09-30 $711k 1.7k 429.35
2021-06-30 $696k 1.6k 428.31
2021-03-31 $574k 1.4k 396.14
2020-12-31 $528k 1.4k 373.94
2020-09-30 $473k 1.4k 335.22
2020-06-30 $434k 1.4k 308.02
2020-03-31 $360k 1.4k 258.06
2019-09-30 $1.8M 5.9k 296.80