Spdr S&p 500 Etf shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 5.9k | 666.22 |
| 2025-06-30 | $4.0M | 6.4k | 617.85 |
| 2025-03-31 | $3.7M | 6.6k | 559.42 |
| 2024-12-31 | $4.1M | 7.0k | 586.11 |
| 2024-09-30 | $4.0M | 7.0k | 573.79 |
| 2024-06-30 | $3.7M | 6.8k | 544.25 |
| 2024-03-31 | $3.7M | 7.1k | 523.10 |
| 2023-12-31 | $3.4M | 7.2k | 475.31 |
| 2023-09-30 | $1.6M | 3.7k | 427.48 |
| 2023-06-30 | $1.5M | 3.3k | 443.26 |
| 2023-03-31 | $1.4M | 3.4k | 409.38 |
| 2022-12-31 | $1.3M | 3.3k | 382.42 |
| 2022-09-30 | $1.2M | 3.2k | 357.05 |
| 2022-06-30 | $1.2M | 3.3k | 377.33 |
| 2022-03-31 | $1.4M | 3.2k | 451.71 |
| 2021-12-31 | $1.4M | 3.0k | 474.80 |
| 2021-09-30 | $322k | 750 | 429.33 |
| 2021-06-30 | $339k | 792 | 428.03 |
| 2021-03-31 | $308k | 778 | 395.89 |
| 2020-12-31 | $277k | 740 | 374.32 |