Spdr S&p 500 Etf shares owned by West Branch Capital
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 23k | 523.06 |
| 2023-12-31 | $10M | 22k | 475.31 |
| 2023-09-30 | $8.9M | 21k | 427.49 |
| 2023-06-30 | $9.5M | 21k | 443.27 |
| 2023-03-31 | $8.7M | 21k | 409.38 |
| 2022-12-31 | $8.2M | 22k | 382.43 |
| 2022-09-30 | $7.8M | 22k | 357.17 |
| 2022-06-30 | $8.2M | 22k | 377.26 |
| 2022-03-31 | $9.9M | 22k | 451.63 |
| 2021-12-31 | $11M | 22k | 474.96 |
| 2021-09-30 | $9.5M | 22k | 429.15 |
| 2021-06-30 | $9.6M | 23k | 428.06 |
| 2021-03-31 | $9.0M | 23k | 396.33 |
| 2020-12-31 | $8.6M | 23k | 373.86 |
| 2020-09-30 | $8.3M | 25k | 334.89 |
| 2020-06-30 | $8.2M | 27k | 308.36 |
| 2020-03-31 | $7.1M | 28k | 257.74 |
| 2019-12-31 | $9.1M | 28k | 321.87 |
| 2019-09-30 | $10M | 36k | 282.70 |
| 2019-06-30 | $9.6M | 33k | 293.01 |
| 2019-03-31 | $8.9M | 31k | 282.49 |
| 2018-12-31 | $7.3M | 29k | 249.91 |
| 2018-09-30 | $8.8M | 30k | 290.74 |
| 2018-06-30 | $8.2M | 30k | 271.27 |
| 2018-03-31 | $8.1M | 31k | 263.16 |
More positions owned by West Branch Capital
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