Spdr S&p 500 Etf shares owned by Dorchester Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dorchester Wealth Management
from 13F filings
Historical chart of Dorchester Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Dorchester Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 2.3k | 573.76 |
2024-06-30 | $1.2M | 2.2k | 544.22 |
2024-03-31 | $1.2M | 2.2k | 523.07 |
2023-12-31 | $966k | 2.0k | 475.31 |
2023-09-30 | $852k | 2.0k | 427.48 |
2023-06-30 | $838k | 1.9k | 443.28 |
2023-03-31 | $799k | 2.0k | 409.39 |
2022-09-30 | $670k | 1.9k | 357.14 |
2022-06-30 | $701k | 1.9k | 377.29 |
2022-03-31 | $772k | 1.9k | 413.28 |
2021-12-31 | $365k | 768 | 475.26 |
2021-09-30 | $759k | 1.8k | 429.30 |
2020-03-31 | $518k | 2.0k | 257.71 |
2019-12-31 | $689k | 2.1k | 321.66 |
2019-09-30 | $582k | 2.0k | 296.64 |
2019-06-30 | $570k | 1.9k | 292.76 |
2019-03-31 | $550k | 1.9k | 282.49 |
2018-12-31 | $487k | 1.9k | 250.13 |
2018-09-30 | $582k | 2.0k | 290.71 |
2018-06-30 | $536k | 2.0k | 271.12 |
2018-03-31 | $520k | 2.0k | 263.02 |
2017-12-31 | $528k | 2.0k | 267.07 |
2017-09-30 | $321k | 1.3k | 251.37 |
2017-06-30 | $477k | 2.0k | 241.89 |
2017-03-31 | $458k | 1.9k | 235.84 |
2016-12-31 | $433k | 1.9k | 223.54 |
2016-03-31 | $352k | 1.7k | 205.61 |
2015-12-31 | $435k | 2.1k | 204.03 |
2015-09-30 | $545k | 2.1k | 255.63 |
2015-06-30 | $543k | 2.1k | 257.10 |
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