Spdr S&p 500 Etf shares owned by Oak Family Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 110k | 665.38 |
| 2025-06-30 | $21M | 35k | 617.33 |
| 2025-03-31 | $39M | 71k | 558.93 |
| 2024-12-31 | $15M | 26k | 585.54 |
| 2024-09-30 | $47M | 82k | 574.30 |
| 2024-06-30 | $28M | 51k | 544.70 |
| 2024-03-31 | $954k | 1.8k | 523.50 |
| 2023-12-31 | $1.4M | 3.0k | 475.66 |
| 2023-09-30 | $46M | 108k | 427.70 |
| 2023-06-30 | $64M | 145k | 443.46 |
| 2023-03-31 | $50M | 121k | 409.56 |
| 2022-12-31 | $777k | 2.0k | 382.52 |
| 2022-09-30 | $31M | 88k | 357.26 |
| 2022-06-30 | $27M | 72k | 376.47 |
| 2022-03-31 | $58M | 129k | 450.75 |
| 2021-12-31 | $59M | 124k | 475.17 |
| 2021-09-30 | $84M | 196k | 428.80 |
| 2021-06-30 | $73M | 171k | 427.49 |
| 2021-03-31 | $84M | 212k | 395.35 |
| 2020-12-31 | $56M | 151k | 373.33 |