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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

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Quarterly 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