Spdr S&p 500 Etf shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $899k | 1.4k | 666.08 |
| 2025-06-30 | $834k | 1.4k | 618.05 |
| 2025-03-31 | $644k | 1.2k | 559.33 |
| 2024-12-31 | $675k | 1.2k | 586.23 |
| 2024-09-30 | $668k | 1.2k | 573.67 |
| 2024-06-30 | $639k | 1.2k | 544.35 |
| 2024-03-31 | $642k | 1.2k | 522.97 |
| 2023-12-31 | $572k | 1.2k | 475.32 |
| 2023-09-30 | $513k | 1.2k | 427.33 |
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