Jamison Private Wealth Management »

Spdr S&p 500 Etf shares owned by Jamison Private Wealth Management

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

Historical chart of Jamison Private 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 Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $642k 1.2k 522.97
2023-12-31 $572k 1.2k 475.32
2023-09-30 $513k 1.2k 427.33