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Spdr S&p 500 Etf shares owned by Jessup Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Jessup Wealth Management from 13F filings

Historical chart of Jessup Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Jessup Wealth Management 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 Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $898k 1.7k 523.06
2023-12-31 $819k 1.7k 475.32
2023-09-30 $733k 1.7k 427.54
2023-06-30 $749k 1.7k 443.40
2023-03-31 $688k 1.7k 409.31
2022-12-31 $642k 1.7k 382.37