Spdr S&p 500 Etf shares owned by Dopkins Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dopkins Wealth Management
from 13F filings
Historical chart of Dopkins Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Dopkins Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 935 | 666.18 |
| 2025-06-30 | $578k | 935 | 617.85 |
| 2025-03-31 | $523k | 935 | 559.39 |
| 2024-12-31 | $548k | 935 | 586.08 |
| 2024-06-30 | $479k | 880 | 544.22 |
| 2024-03-31 | $465k | 889 | 523.07 |
| 2023-12-31 | $376k | 792 | 475.31 |
| 2023-09-30 | $470k | 1.1k | 427.48 |
| 2023-06-30 | $378k | 853 | 443.28 |
| 2023-03-31 | $354k | 864 | 409.39 |
| 2022-12-31 | $1.1M | 2.8k | 382.43 |
| 2022-09-30 | $988k | 2.8k | 357.32 |
| 2022-06-30 | $1.4M | 3.7k | 377.19 |
| 2022-03-31 | $1.8M | 3.9k | 451.70 |
| 2021-12-31 | $1.9M | 3.9k | 474.95 |