Spdr S&p 500 Etf shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 10k | 523.07 |
| 2023-12-31 | $5.4M | 11k | 475.31 |
| 2023-09-30 | $5.0M | 12k | 427.48 |
| 2023-06-30 | $5.4M | 12k | 443.28 |
| 2023-03-31 | $5.0M | 12k | 409.39 |
| 2022-12-31 | $4.9M | 13k | 382.43 |
| 2022-09-30 | $4.7M | 13k | 357.17 |
| 2022-06-30 | $5.0M | 13k | 377.22 |
| 2022-03-31 | $6.4M | 14k | 451.62 |
| 2021-12-31 | $6.6M | 18k | 370.06 |
| 2021-09-30 | $6.0M | 14k | 429.14 |
| 2021-06-30 | $7.2M | 17k | 428.06 |
| 2021-03-31 | $6.9M | 18k | 396.35 |
| 2020-12-31 | $7.1M | 19k | 373.86 |
| 2020-09-30 | $6.4M | 19k | 334.87 |
| 2020-06-30 | $6.1M | 20k | 308.39 |
| 2020-03-31 | $6.3M | 24k | 257.76 |
| 2019-12-31 | $7.7M | 24k | 321.85 |
| 2019-09-30 | $9.2M | 31k | 296.77 |
| 2019-06-30 | $7.2M | 24k | 292.98 |
| 2019-03-31 | $7.1M | 25k | 282.50 |
| 2018-12-31 | $5.9M | 24k | 249.91 |
| 2018-09-30 | $5.1M | 18k | 290.73 |
| 2018-06-30 | $4.8M | 18k | 271.29 |
| 2018-03-31 | $4.6M | 17k | 263.18 |
| 2017-12-31 | $4.5M | 17k | 266.83 |
| 2017-09-30 | $4.1M | 16k | 251.26 |
| 2017-06-30 | $3.8M | 16k | 241.78 |
| 2017-03-31 | $3.1M | 13k | 235.74 |
| 2016-12-31 | $2.8M | 13k | 223.56 |
| 2016-09-30 | $2.7M | 12k | 216.26 |
| 2016-06-30 | $2.4M | 12k | 209.47 |
| 2016-03-31 | $769k | 3.7k | 205.53 |
| 2015-12-31 | $521k | 2.6k | 203.94 |
| 2015-09-30 | $490k | 2.6k | 191.72 |
| 2015-06-30 | $521k | 2.5k | 205.98 |
| 2015-03-31 | $408k | 2.0k | 206.33 |
| 2014-12-31 | $536k | 2.6k | 205.41 |
More positions owned by Old Second Wealth Management
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