Spdr S&p 500 Etf shares owned by Oak Asset Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Oak Asset Management
from 13F filings
Historical chart of Oak Asset Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Oak Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $401k | 684 | 586.08 |
| 2024-09-30 | $391k | 681 | 573.76 |
| 2024-06-30 | $367k | 675 | 544.22 |
| 2024-03-31 | $348k | 665 | 523.07 |
| 2023-12-31 | $316k | 665 | 475.31 |
| 2023-09-30 | $284k | 665 | 427.48 |
| 2023-06-30 | $295k | 665 | 443.28 |
| 2023-03-31 | $272k | 665 | 409.39 |
| 2022-12-31 | $312k | 815 | 382.43 |
| 2022-09-30 | $291k | 815 | 357.06 |
| 2022-06-30 | $819k | 2.2k | 377.42 |
| 2022-03-31 | $255k | 565 | 451.33 |