Spdr S&p 500 Etf shares owned by Fairhaven Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fairhaven Wealth Management
from 13F filings
Historical chart of Fairhaven Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fairhaven Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.4M | 5.7k | 586.10 |
| 2024-09-30 | $3.3M | 5.7k | 573.73 |
| 2024-06-30 | $3.1M | 5.8k | 544.25 |
| 2024-03-31 | $3.3M | 6.3k | 523.07 |
| 2023-12-31 | $2.7M | 5.7k | 475.35 |
| 2023-09-30 | $2.5M | 5.9k | 427.48 |
| 2023-06-30 | $2.7M | 6.0k | 443.25 |
| 2022-12-31 | $2.3M | 6.0k | 382.41 |
| 2022-09-30 | $2.1M | 5.9k | 357.24 |
| 2022-06-30 | $2.2M | 5.9k | 377.19 |
| 2022-03-31 | $2.6M | 5.8k | 451.65 |
| 2021-12-31 | $2.7M | 5.7k | 474.98 |
| 2021-09-30 | $2.4M | 5.5k | 429.14 |
| 2021-06-30 | $2.1M | 4.9k | 427.97 |
| 2021-03-31 | $2.0M | 5.0k | 396.37 |
| 2020-12-31 | $1.9M | 5.1k | 373.94 |
| 2020-09-30 | $1.3M | 3.8k | 334.92 |
| 2020-06-30 | $1.2M | 3.8k | 308.26 |
| 2020-03-31 | $1.7M | 6.8k | 257.69 |
| 2019-12-31 | $3.2M | 9.8k | 321.84 |
| 2019-09-30 | $2.9M | 9.9k | 296.78 |
| 2019-06-30 | $2.7M | 9.3k | 293.20 |
| 2019-03-31 | $2.3M | 8.1k | 282.70 |
| 2018-12-31 | $1.0M | 4.0k | 249.89 |
More positions owned by Fairhaven Wealth Management
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