Spdr S&p 500 Etf shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 314 | 666.28 |
| 2025-06-30 | $223k | 361 | 617.73 |
| 2024-09-30 | $697k | 1.2k | 575.56 |
| 2024-06-30 | $518k | 952 | 544.12 |
| 2024-03-31 | $491k | 938 | 523.45 |
| 2023-12-31 | $567k | 1.2k | 475.27 |
| 2021-03-31 | $2.3M | 5.8k | 396.38 |
| 2020-12-31 | $2.2M | 5.8k | 375.52 |
More positions owned by OneAscent Wealth Management
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