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Spdr S&p 500 Etf shares owned by Old North State Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Old North State Wealth Management from 13F filings

Historical chart of Old North State Wealth Management 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 Old North State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Old North State Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $250k 421 592.91
2024-09-30 $261k 450 579.34
2024-06-30 $248k 454 546.69
2024-03-31 $289k 550 526.11