Spdr S&p 500 Etf shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood 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 Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 63 | 666.17 |
| 2025-06-30 | $39k | 63 | 620.54 |
| 2025-03-31 | $60k | 108 | 559.49 |
| 2024-12-31 | $87k | 148 | 586.14 |
| 2024-09-30 | $23k | 40 | 573.75 |
| 2024-06-30 | $33k | 60 | 544.22 |
| 2024-03-31 | $1.0k | 2 | 523.00 |