Spdr S&p 500 Etf shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.8k | 524.67 |
| 2023-12-31 | $2.5M | 5.1k | 477.24 |
| 2023-09-30 | $2.4M | 5.7k | 429.04 |
| 2023-06-30 | $2.2M | 5.0k | 444.94 |
| 2023-03-31 | $1.7M | 4.0k | 410.94 |
| 2022-12-31 | $1.7M | 4.3k | 384.09 |
| 2022-09-30 | $1.4M | 4.0k | 358.81 |
| 2022-06-30 | $1.6M | 4.3k | 378.79 |
| 2022-03-31 | $1.9M | 4.2k | 452.95 |
| 2021-12-31 | $2.2M | 4.6k | 476.66 |
| 2021-09-30 | $1.7M | 3.8k | 429.98 |
| 2021-06-30 | $1.6M | 3.8k | 429.47 |
| 2021-03-31 | $1.8M | 4.6k | 397.53 |
| 2020-12-31 | $1.9M | 5.0k | 375.38 |