Ownership history in Fairhaven Wealth Management, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Fairhaven Wealth Management, LLC reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | UNCHANGED | 5,716 | — | 0% | 1.05% | $3.4M | $579.28 |
| 2024 Q3 | REDUCED | 5,716 | -39 | -0.7% | 1.00% | $3.3M | $565.20 |
| 2024 Q2 | REDUCED | 5,755 | -495 | -7.9% | 1.04% | $3.1M | $534.46 |
| 2024 Q1 | ADDED | 6,250 | +540 | +9.5% | 1.12% | $3.3M | $512.04 |
As of 2025 Q4 — sorted by position size