Spdr S&p 500 Etf shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment 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 Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Spdr S&p 500 Etf by Fernwood Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 1.8k | 573.72 |
2024-06-30 | $1.7M | 3.2k | 544.25 |
2024-03-31 | $1.8M | 183k | 9.94 |
2023-12-31 | $1.7M | 198k | 8.43 |
2023-09-30 | $1.5M | 198k | 7.60 |
2023-06-30 | $1.5M | 198k | 7.79 |
2023-03-31 | $968k | 2.4k | 409.46 |
2022-12-31 | $883k | 2.3k | 382.40 |
2022-09-30 | $717k | 2.0k | 357.07 |
2022-06-30 | $664k | 1.8k | 377.49 |
2022-03-31 | $794k | 1.8k | 451.39 |
2021-12-31 | $795k | 1.7k | 475.19 |
2021-09-30 | $711k | 1.7k | 429.35 |
2021-06-30 | $696k | 1.6k | 428.31 |
2021-03-31 | $574k | 1.4k | 396.14 |
2020-12-31 | $528k | 1.4k | 373.94 |
2020-09-30 | $473k | 1.4k | 335.22 |
2020-06-30 | $434k | 1.4k | 308.02 |
2020-03-31 | $360k | 1.4k | 258.06 |
2019-09-30 | $1.8M | 5.9k | 296.80 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management