Spdr S&p 500 Etf shares owned by One Wealth Management Investment & Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by One Wealth Management Investment & Advisory Services
from 13F filings
Historical chart of One Wealth Management Investment & Advisory Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by One Wealth Management Investment & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.1k | 666.22 |
| 2025-06-30 | $3.3M | 5.4k | 617.88 |
| 2025-03-31 | $1.4M | 2.5k | 559.45 |
| 2024-12-31 | $1.4M | 2.5k | 586.15 |
| 2024-09-30 | $1.1M | 1.9k | 573.90 |
| 2024-06-30 | $1.0M | 1.9k | 544.18 |
| 2024-03-31 | $973k | 1.9k | 523.01 |
| 2023-12-31 | $989k | 2.1k | 475.26 |
More positions owned by One Wealth Management Investment & Advisory Services
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