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
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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
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 603 | 672.33 |
| 2025-06-30 | $376k | 604 | 623.25 |
| 2025-03-31 | $230k | 406 | 566.49 |
| 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 |
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