Spdr S&p 500 Etf shares owned by Wellesley Investment Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wellesley Investment Partners
from 13F filings
Historical chart of Wellesley Investment Partners 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 Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Wellesley Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $4.7M | 14k | 334.87 |
| 2020-06-30 | $4.5M | 15k | 308.32 |
| 2020-03-31 | $4.0M | 15k | 257.71 |
| 2019-12-31 | $5.4M | 17k | 321.84 |
| 2019-09-30 | $4.4M | 15k | 296.74 |
| 2019-06-30 | $4.6M | 16k | 292.96 |
| 2019-03-31 | $4.1M | 14k | 282.43 |
| 2018-12-31 | $3.6M | 14k | 249.88 |
| 2018-09-30 | $4.0M | 14k | 290.67 |
| 2018-06-30 | $3.6M | 13k | 271.27 |
| 2018-03-31 | $3.4M | 13k | 263.10 |
| 2017-12-31 | $3.8M | 14k | 266.86 |
| 2017-09-30 | $3.6M | 14k | 251.21 |
| 2017-06-30 | $3.5M | 15k | 241.74 |
| 2017-03-31 | $3.9M | 17k | 235.71 |
| 2016-12-31 | $4.6M | 21k | 223.50 |
| 2016-09-30 | $4.5M | 21k | 216.26 |
| 2016-06-30 | $4.5M | 22k | 209.45 |
| 2016-03-31 | $4.5M | 22k | 205.52 |
| 2015-12-31 | $4.5M | 22k | 203.86 |
More positions owned by Wellesley Investment Partners
View all positions for Wellesley Investment Partners