Spdr S&p 500 Etf shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $503k | 924 | 544.22 |
| 2024-03-31 | $643k | 1.2k | 523.07 |
| 2023-12-31 | $585k | 1.2k | 475.31 |
| 2023-09-30 | $611k | 1.4k | 427.59 |
| 2023-06-30 | $550k | 1.2k | 443.28 |
| 2023-03-31 | $508k | 1.2k | 409.39 |
| 2022-12-31 | $475k | 1.2k | 382.43 |
| 2022-09-30 | $285k | 797 | 357.59 |
| 2022-06-30 | $310k | 821 | 377.59 |
| 2022-03-31 | $205k | 515 | 398.06 |
| 2021-12-31 | $232k | 515 | 450.49 |
| 2021-06-30 | $1.2M | 2.8k | 435.55 |
| 2021-03-31 | $995k | 2.4k | 408.62 |
| 2020-12-31 | $925k | 2.4k | 381.13 |
| 2020-09-30 | $884k | 2.6k | 343.70 |
| 2020-06-30 | $758k | 2.4k | 314.52 |
| 2020-03-31 | $605k | 2.4k | 251.98 |
| 2019-12-31 | $968k | 3.0k | 323.64 |
| 2019-09-30 | $606k | 2.0k | 296.62 |
| 2019-06-30 | $607k | 2.0k | 298.57 |
| 2019-03-31 | $572k | 2.0k | 282.47 |
| 2018-12-31 | $512k | 2.0k | 261.09 |
| 2018-09-30 | $623k | 2.1k | 290.71 |
| 2018-06-30 | $527k | 1.9k | 271.23 |
| 2018-03-31 | $509k | 1.9k | 263.05 |
| 2017-12-31 | $482k | 1.9k | 251.43 |
| 2017-09-30 | $482k | 1.9k | 251.43 |
| 2017-06-30 | $461k | 1.9k | 241.61 |
| 2017-03-31 | $448k | 1.9k | 235.79 |
| 2016-12-31 | $422k | 1.9k | 223.40 |
| 2016-09-30 | $414k | 1.9k | 216.08 |
| 2016-06-30 | $392k | 1.9k | 209.63 |
| 2016-03-31 | $403k | 2.0k | 205.61 |
| 2015-12-31 | $397k | 1.9k | 203.69 |