Spdr S&p 500 Etf shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 166 | 666.18 |
| 2025-06-30 | $103k | 166 | 617.85 |
| 2025-03-31 | $93k | 166 | 559.39 |
| 2024-12-31 | $97k | 166 | 586.08 |
| 2024-09-30 | $130k | 227 | 573.76 |
| 2024-06-30 | $124k | 227 | 544.22 |
| 2024-03-31 | $170k | 324 | 523.07 |
| 2023-12-31 | $166k | 350 | 475.31 |
| 2023-09-30 | $185k | 432 | 427.48 |
| 2023-06-30 | $165k | 372 | 443.28 |
| 2023-03-31 | $177k | 432 | 409.39 |
| 2022-12-31 | $167k | 437 | 382.43 |
| 2022-09-30 | $142k | 398 | 356.78 |
| 2022-06-30 | $150k | 398 | 376.88 |
| 2022-03-31 | $205k | 453 | 452.54 |
| 2021-12-31 | $189k | 398 | 474.87 |
| 2021-09-30 | $185k | 430 | 430.23 |
| 2021-06-30 | $227k | 530 | 428.30 |
| 2021-03-31 | $224k | 565 | 396.46 |
| 2020-12-31 | $190k | 509 | 373.28 |
| 2020-09-30 | $180k | 538 | 334.57 |
| 2020-06-30 | $171k | 553 | 309.22 |
| 2020-03-31 | $1.5M | 5.9k | 257.81 |
| 2019-12-31 | $1.9M | 5.9k | 321.92 |
| 2019-09-30 | $1.7M | 5.9k | 296.69 |
| 2019-06-30 | $1.4M | 4.7k | 293.23 |
| 2019-03-31 | $1.2M | 4.3k | 282.52 |
| 2018-12-31 | $1.2M | 4.3k | 270.06 |