Spdr S&p 500 Etf shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 666.35 |
| 2025-06-30 | $1.1M | 1.7k | 617.91 |
| 2024-12-31 | $913k | 1.6k | 586.23 |
| 2024-09-30 | $845k | 1.5k | 573.91 |
| 2024-06-30 | $802k | 1.5k | 544.29 |
| 2024-03-31 | $734k | 1.4k | 523.07 |
| 2023-12-31 | $609k | 1.3k | 475.23 |
| 2023-09-30 | $547k | 1.3k | 427.67 |
| 2023-06-30 | $568k | 1.3k | 443.40 |
| 2023-03-31 | $452k | 1.1k | 409.40 |
| 2022-12-31 | $430k | 1.1k | 382.44 |
| 2022-09-30 | $401k | 1.1k | 357.08 |
| 2022-06-30 | $424k | 1.1k | 377.56 |
| 2022-03-31 | $506k | 1.1k | 451.79 |
| 2021-12-31 | $532k | 1.1k | 475.00 |
| 2021-09-30 | $407k | 948 | 429.32 |
| 2021-06-30 | $406k | 948 | 428.27 |
| 2021-03-31 | $376k | 948 | 396.62 |
| 2020-12-31 | $354k | 948 | 373.42 |
| 2020-09-30 | $337k | 1.0k | 335.32 |
| 2020-06-30 | $310k | 1.0k | 308.46 |
| 2020-03-31 | $259k | 1.0k | 257.71 |
| 2019-12-31 | $377k | 1.2k | 322.22 |
| 2019-09-30 | $365k | 1.2k | 296.51 |
| 2019-06-30 | $371k | 1.3k | 293.05 |
| 2019-03-31 | $373k | 1.3k | 282.36 |