Spdr S&p 500 Etf shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 3.4k | 523.05 |
| 2023-12-31 | $2.0M | 4.3k | 475.27 |
| 2023-09-30 | $1.9M | 4.4k | 427.53 |
| 2023-06-30 | $2.2M | 4.9k | 443.31 |
| 2023-03-31 | $2.2M | 5.5k | 409.40 |
| 2022-12-31 | $2.2M | 5.8k | 382.42 |
| 2022-09-30 | $2.1M | 5.8k | 357.11 |
| 2022-06-30 | $2.1M | 5.6k | 377.31 |
| 2022-03-31 | $2.1M | 4.8k | 451.74 |
| 2021-12-31 | $1.9M | 4.1k | 474.96 |
More positions owned by Oak Harbor Wealth Partners
View all positions for Oak Harbor Wealth Partners