Spdr S&p 500 Etf shares owned by Omega Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group 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 Omega Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 5.3k | 666.21 |
| 2025-06-30 | $3.3M | 5.3k | 617.85 |
| 2025-03-31 | $4.3M | 7.8k | 559.40 |
| 2024-12-31 | $4.9M | 8.4k | 586.06 |
| 2024-09-30 | $4.8M | 8.4k | 573.78 |
| 2024-06-30 | $4.6M | 8.5k | 544.21 |
| 2024-03-31 | $4.4M | 8.5k | 523.06 |
| 2023-12-31 | $4.1M | 8.5k | 475.30 |
| 2023-09-30 | $3.6M | 8.5k | 427.49 |
| 2023-06-30 | $3.8M | 8.5k | 443.28 |
| 2023-03-31 | $3.5M | 8.5k | 409.37 |
| 2022-12-31 | $2.3M | 5.9k | 382.44 |
| 2022-09-30 | $3.0M | 8.5k | 357.22 |
| 2022-06-30 | $3.2M | 8.5k | 377.22 |
| 2022-03-31 | $3.9M | 8.5k | 451.64 |
| 2021-12-31 | $4.1M | 8.6k | 474.98 |
| 2021-09-30 | $3.7M | 8.6k | 429.12 |
| 2021-06-30 | $3.7M | 8.7k | 428.01 |
| 2021-03-31 | $3.4M | 8.5k | 396.29 |
| 2020-12-31 | $3.2M | 8.6k | 373.90 |
| 2020-09-30 | $2.9M | 8.7k | 334.95 |
| 2020-06-30 | $2.7M | 8.8k | 308.31 |
| 2020-03-31 | $2.3M | 8.7k | 257.79 |
| 2019-12-31 | $2.9M | 9.2k | 321.82 |
| 2019-09-30 | $2.7M | 9.2k | 296.79 |
| 2019-06-30 | $2.8M | 9.6k | 293.05 |
| 2019-03-31 | $2.9M | 10k | 282.48 |
| 2018-12-31 | $2.6M | 10k | 249.90 |