Spdr S&p 500 Etf shares owned by Alpha Omega Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Alpha Omega Wealth Management
from 13F filings
Historical chart of Alpha Omega Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Alpha Omega Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.5k | 666.16 |
| 2025-06-30 | $1.5M | 2.5k | 617.81 |
| 2025-03-31 | $1.4M | 2.5k | 559.39 |
| 2024-12-31 | $1.4M | 2.3k | 586.07 |
| 2024-09-30 | $1.3M | 2.3k | 573.85 |
| 2024-06-30 | $1.3M | 2.3k | 544.31 |
| 2024-03-31 | $1.2M | 2.3k | 523.18 |
| 2023-12-31 | $1.1M | 2.3k | 475.31 |
| 2023-09-30 | $987k | 2.3k | 427.45 |
| 2023-06-30 | $1.0M | 2.3k | 443.31 |
| 2023-03-31 | $876k | 2.1k | 409.47 |
| 2022-12-31 | $815k | 2.1k | 382.44 |
| 2022-09-30 | $709k | 2.0k | 357.18 |
| 2022-06-30 | $754k | 2.0k | 377.38 |
| 2022-03-31 | $890k | 2.0k | 451.55 |
| 2021-12-31 | $912k | 2.0k | 464.36 |
| 2021-09-30 | $840k | 2.0k | 429.23 |
| 2021-06-30 | $835k | 2.0k | 427.99 |
| 2021-03-31 | $771k | 1.9k | 396.40 |
| 2020-12-31 | $724k | 1.9k | 373.77 |
| 2020-09-30 | $646k | 1.9k | 334.72 |
| 2020-06-30 | $593k | 1.9k | 308.53 |
| 2020-03-31 | $493k | 1.9k | 257.85 |
| 2019-12-31 | $501k | 1.6k | 321.57 |
| 2019-09-30 | $481k | 1.6k | 308.73 |
| 2019-06-30 | $454k | 1.6k | 292.71 |
| 2019-03-31 | $438k | 1.6k | 282.40 |
| 2018-12-31 | $233k | 933 | 249.73 |
| 2018-09-30 | $271k | 933 | 290.46 |
| 2018-06-30 | $253k | 933 | 271.17 |
| 2018-03-31 | $245k | 933 | 262.59 |
| 2017-12-31 | $249k | 933 | 266.88 |
| 2017-09-30 | $234k | 933 | 250.80 |
| 2017-06-30 | $225k | 933 | 241.16 |
| 2017-03-31 | $220k | 933 | 235.80 |
| 2016-12-31 | $201k | 898 | 223.83 |
| 2016-09-30 | $179k | 827 | 216.44 |
| 2016-06-30 | $165k | 790 | 208.86 |
| 2016-03-31 | $148k | 720 | 205.56 |
| 2015-12-31 | $134k | 658 | 203.65 |
More positions owned by Alpha Omega Wealth Management
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