Spdr S&p 500 Etf shares owned by Roxbury Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial 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 Roxbury Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $576k | 865 | 665.95 |
| 2025-06-30 | $533k | 862 | 618.07 |
| 2025-03-31 | $569k | 958 | 594.41 |
| 2024-12-31 | $577k | 957 | 602.78 |