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

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

Historical chart of Marietta 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 Marietta 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 Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 8.6k 523.07
2023-12-31 $3.6M 7.7k 475.31
2023-09-30 $3.3M 7.7k 427.48
2023-06-30 $3.5M 7.8k 443.28
2023-03-31 $3.3M 8.1k 409.39
2022-12-31 $3.2M 8.2k 382.43
2022-09-30 $3.0M 8.3k 357.13
2022-06-30 $2.9M 7.7k 377.20
2022-03-31 $3.4M 7.6k 451.58
2021-12-31 $3.6M 7.7k 474.96
2021-09-30 $3.3M 7.7k 429.20
2021-06-30 $3.3M 7.7k 428.05
2021-03-31 $3.1M 7.8k 396.32
2020-12-31 $3.0M 8.0k 373.94
2020-09-30 $2.7M 7.9k 334.89
2020-06-30 $2.6M 8.5k 308.32
2020-03-31 $2.2M 8.5k 257.71
2019-12-31 $2.7M 8.5k 321.81
2019-09-30 $2.5M 8.5k 296.78
2019-06-30 $2.5M 8.6k 292.99
2019-03-31 $2.4M 8.6k 282.42
2018-12-31 $2.0M 8.2k 249.91
2018-09-30 $2.4M 8.1k 290.70
2018-06-30 $2.2M 8.1k 271.24
2018-03-31 $2.1M 8.0k 263.13
2017-12-31 $2.3M 8.5k 266.86
2017-09-30 $2.3M 9.0k 251.23
2017-06-30 $2.2M 9.1k 241.83
2017-03-31 $2.0M 8.5k 235.76
2016-12-31 $1.7M 7.4k 223.51