Spdr S&p 500 Etf shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.9k | 666.18 |
| 2025-06-30 | $1.9M | 3.1k | 617.85 |
| 2025-03-31 | $1.8M | 3.2k | 559.39 |
| 2024-12-31 | $1.6M | 2.7k | 586.08 |
| 2024-09-30 | $1.5M | 2.6k | 573.80 |
| 2024-06-30 | $1.4M | 2.6k | 544.23 |
| 2024-03-31 | $1.8M | 3.4k | 523.05 |
| 2023-12-31 | $2.0M | 4.3k | 475.27 |
| 2023-09-30 | $1.9M | 4.4k | 427.53 |
| 2023-06-30 | $2.2M | 4.9k | 443.31 |
| 2023-03-31 | $2.2M | 5.5k | 409.40 |
| 2022-12-31 | $2.2M | 5.8k | 382.42 |
| 2022-09-30 | $2.1M | 5.8k | 357.11 |
| 2022-06-30 | $2.1M | 5.6k | 377.31 |
| 2022-03-31 | $2.1M | 4.8k | 451.74 |
| 2021-12-31 | $1.9M | 4.1k | 474.96 |
More positions owned by Oak Harbor Wealth Partners
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