Spdr S&p 500 Etf shares owned by Bull Oak Capital
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bull Oak Capital
from 13F filings
Historical chart of Bull Oak Capital investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bull Oak Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $683k | 1.0k | 666.15 |
| 2025-06-30 | $633k | 1.0k | 618.14 |
| 2025-03-31 | $487k | 871 | 559.25 |
| 2024-12-31 | $507k | 865 | 585.99 |
| 2024-09-30 | $422k | 735 | 573.86 |
| 2024-06-30 | $210k | 386 | 544.47 |
| 2024-03-31 | $202k | 386 | 523.25 |
| 2023-12-31 | $225M | 473k | 475.31 |
| 2023-09-30 | $200k | 468 | 427.38 |