Spdr S&p 500 Etf shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.9k | 666.16 |
| 2025-06-30 | $2.0M | 3.2k | 617.83 |
| 2025-03-31 | $1.8M | 3.1k | 559.34 |
| 2024-12-31 | $1.8M | 3.1k | 585.97 |
| 2024-09-30 | $1.6M | 2.8k | 573.80 |
| 2024-06-30 | $1.5M | 2.8k | 544.07 |
| 2024-03-31 | $1.4M | 2.7k | 522.93 |
| 2023-12-31 | $1.3M | 2.7k | 475.42 |
| 2023-09-30 | $1.2M | 2.8k | 427.51 |
| 2023-06-30 | $1.3M | 3.0k | 443.37 |
| 2023-03-31 | $1.3M | 3.1k | 409.40 |
| 2022-12-31 | $1.4M | 3.8k | 382.52 |
| 2022-09-30 | $1.3M | 3.6k | 357.10 |
| 2022-06-30 | $1.4M | 3.8k | 377.33 |
| 2022-03-31 | $1.9M | 4.2k | 451.66 |
| 2021-12-31 | $1.9M | 4.0k | 475.01 |
| 2021-09-30 | $1.5M | 3.6k | 429.05 |
| 2021-06-30 | $1.3M | 3.0k | 428.05 |
| 2021-03-31 | $1.1M | 2.7k | 396.30 |
| 2020-12-31 | $848k | 2.3k | 373.73 |
| 2020-03-31 | $485k | 1.9k | 257.70 |
| 2019-12-31 | $599k | 1.9k | 321.87 |
| 2019-09-30 | $354k | 1.2k | 296.48 |
| 2019-06-30 | $340k | 1.2k | 292.85 |
| 2019-03-31 | $328k | 1.2k | 282.52 |
| 2018-12-31 | $290k | 1.2k | 249.78 |
| 2018-09-30 | $338k | 1.2k | 291.13 |
| 2018-06-30 | $356k | 1.3k | 271.55 |
| 2018-03-31 | $345k | 1.3k | 263.16 |
| 2017-12-31 | $350k | 1.3k | 266.97 |
| 2017-09-30 | $342k | 1.4k | 251.29 |
| 2017-06-30 | $329k | 1.4k | 241.73 |
| 2017-03-31 | $265k | 1.1k | 235.56 |
| 2016-12-31 | $274k | 1.2k | 223.67 |
| 2016-09-30 | $287k | 1.3k | 216.60 |
| 2016-06-30 | $278k | 1.3k | 209.81 |
| 2016-03-31 | $272k | 1.3k | 205.28 |
| 2015-12-31 | $295k | 1.4k | 204.15 |
| 2015-09-30 | $277k | 1.4k | 191.70 |
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