Spdr S&p 500 Etf shares owned by Welch Capital Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Welch Capital Partners
from 13F filings
Historical chart of Welch Capital Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Welch Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $139M | 208k | 666.18 |
| 2025-06-30 | $129M | 208k | 617.85 |
| 2025-03-31 | $120M | 214k | 559.39 |
| 2024-12-31 | $137M | 234k | 586.08 |
| 2024-09-30 | $123M | 215k | 573.76 |
| 2024-06-30 | $117M | 215k | 544.22 |
| 2024-03-31 | $112M | 215k | 523.07 |
| 2023-12-31 | $102M | 215k | 475.31 |
| 2023-09-30 | $92M | 215k | 427.48 |
| 2023-06-30 | $101M | 228k | 443.28 |
| 2023-03-31 | $93M | 228k | 409.39 |
| 2022-12-31 | $87M | 228k | 382.43 |
| 2022-09-30 | $82M | 230k | 357.18 |
| 2022-06-30 | $87M | 230k | 377.25 |
| 2022-03-31 | $104M | 230k | 451.64 |
| 2021-12-31 | $109M | 230k | 474.96 |
| 2021-09-30 | $99M | 231k | 429.14 |
| 2021-06-30 | $99M | 231k | 428.06 |
| 2021-03-31 | $92M | 233k | 396.33 |
| 2020-12-31 | $87M | 233k | 373.88 |
| 2020-09-30 | $89M | 265k | 334.89 |
| 2020-06-30 | $83M | 269k | 308.36 |
| 2020-03-31 | $69M | 269k | 257.75 |
| 2019-12-31 | $178M | 554k | 321.86 |
| 2019-09-30 | $156M | 527k | 296.77 |
| 2019-06-30 | $155M | 527k | 293.00 |
| 2019-03-31 | $149M | 527k | 282.48 |
| 2018-12-31 | $129M | 516k | 249.92 |
| 2018-09-30 | $33M | 112k | 290.72 |
| 2018-06-30 | $31M | 112k | 271.28 |
| 2018-03-31 | $30M | 112k | 263.15 |
| 2017-12-31 | $27M | 102k | 266.86 |
| 2017-09-30 | $26M | 103k | 251.23 |
| 2017-06-30 | $26M | 107k | 241.80 |
| 2017-03-31 | $40M | 171k | 235.74 |
| 2016-12-31 | $22M | 98k | 223.53 |
| 2016-09-30 | $1.1M | 4.9k | 216.40 |
| 2016-06-30 | $3.5M | 17k | 209.50 |
| 2016-03-31 | $1.0M | 4.9k | 205.47 |
| 2015-12-31 | $1.0M | 4.9k | 203.85 |
| 2015-09-30 | $947k | 4.9k | 191.70 |
| 2015-06-30 | $1.0M | 5.1k | 205.93 |
| 2015-03-31 | $1.0M | 5.1k | 206.52 |
| 2014-12-31 | $1.0M | 5.1k | 205.53 |
| 2014-09-30 | $19M | 95k | 197.09 |
| 2014-06-30 | $990k | 5.1k | 195.65 |
| 2014-03-31 | $946k | 5.1k | 186.96 |
| 2013-12-31 | $530k | 2.9k | 184.67 |
| 2013-09-30 | $254k | 1.5k | 168.21 |
| 2013-06-30 | $202k | 1.3k | 160.32 |