Spdr S&p 500 Etf shares owned by Oakmont Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 99k | 666.21 |
| 2025-06-30 | $50M | 81k | 617.87 |
| 2025-03-31 | $42M | 76k | 559.40 |
| 2024-12-31 | $43M | 74k | 586.10 |
| 2024-09-30 | $38M | 66k | 573.77 |
| 2024-06-30 | $28M | 52k | 544.22 |
| 2024-03-31 | $16M | 30k | 523.08 |
| 2023-12-31 | $9.1M | 19k | 475.32 |
| 2023-09-30 | $8.0M | 19k | 427.48 |
| 2023-06-30 | $10M | 23k | 443.28 |
| 2023-03-31 | $7.4M | 18k | 409.39 |
| 2022-12-31 | $8.3M | 22k | 382.43 |
| 2022-09-30 | $6.3M | 18k | 357.16 |
| 2022-06-30 | $4.6M | 12k | 377.21 |
| 2022-03-31 | $6.2M | 14k | 451.63 |
| 2021-12-31 | $5.4M | 11k | 474.94 |
| 2021-09-30 | $8.9M | 21k | 429.09 |
| 2021-06-30 | $9.0M | 21k | 428.11 |
| 2021-03-31 | $8.6M | 22k | 396.31 |
| 2020-12-31 | $12M | 32k | 373.90 |
| 2020-09-30 | $14M | 43k | 334.92 |
| 2020-06-30 | $27M | 86k | 308.36 |
| 2020-03-31 | $11M | 43k | 261.54 |
| 2019-12-31 | $11M | 36k | 321.84 |
| 2019-09-30 | $13M | 45k | 297.01 |
| 2019-06-30 | $5.9M | 20k | 292.31 |
| 2019-03-31 | $996k | 22k | 46.36 |
| 2018-12-31 | $6.8M | 24k | 283.86 |
| 2018-09-30 | $7.0M | 24k | 290.71 |
| 2018-06-30 | $6.9M | 25k | 271.28 |
| 2018-03-31 | $4.2M | 16k | 263.12 |
| 2017-12-31 | $4.1M | 15k | 266.87 |
| 2017-09-30 | $3.5M | 14k | 251.24 |
| 2017-06-30 | $3.5M | 14k | 241.83 |
| 2017-03-31 | $3.5M | 15k | 235.76 |
| 2016-12-31 | $3.3M | 15k | 223.53 |
| 2016-09-30 | $3.4M | 16k | 216.29 |
| 2016-06-30 | $3.5M | 17k | 209.48 |
| 2016-03-31 | $3.2M | 16k | 205.48 |
| 2015-12-31 | $3.3M | 16k | 203.88 |
| 2015-09-30 | $3.1M | 16k | 191.66 |
| 2015-06-30 | $3.3M | 16k | 205.88 |
| 2015-03-31 | $3.5M | 17k | 206.43 |
| 2014-12-31 | $3.6M | 18k | 205.27 |