Spdr S&p 500 Etf shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.5k | 666.18 |
| 2025-06-30 | $2.7M | 4.4k | 617.85 |
| 2025-03-31 | $2.4M | 4.4k | 559.39 |
| 2024-12-31 | $2.3M | 3.9k | 586.08 |
| 2024-09-30 | $2.1M | 3.6k | 573.76 |
| 2024-06-30 | $1.8M | 3.2k | 544.22 |
| 2024-03-31 | $1.3M | 2.5k | 523.07 |
| 2023-12-31 | $543k | 1.1k | 475.31 |
| 2023-09-30 | $304k | 711 | 427.48 |
| 2023-06-30 | $294k | 664 | 443.28 |
| 2023-03-31 | $255k | 623 | 409.39 |
| 2022-12-31 | $248k | 649 | 382.43 |
| 2022-09-30 | $163k | 456 | 357.46 |
| 2022-06-30 | $172k | 456 | 377.19 |
| 2022-03-31 | $207k | 458 | 451.97 |
| 2021-06-30 | $236k | 551 | 428.31 |
| 2019-06-30 | $387k | 1.3k | 293.18 |
| 2019-03-31 | $254k | 900 | 282.22 |
| 2018-12-31 | $262k | 1.1k | 249.52 |