Spdr S&p 500 Etf shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $849k | 1.6k | 522.95 |
2023-12-31 | $674k | 1.4k | 475.39 |
2023-09-30 | $562k | 1.3k | 427.36 |
2023-06-30 | $430k | 971 | 443.30 |
2023-03-31 | $308k | 752 | 409.41 |
2022-12-31 | $428k | 1.1k | 382.44 |
2022-09-30 | $397k | 1.1k | 360.25 |
2022-06-30 | $435k | 1.2k | 377.60 |
2022-03-31 | $517k | 1.1k | 451.53 |
2021-12-31 | $742k | 1.6k | 474.73 |
2021-09-30 | $476k | 1.1k | 428.83 |
2021-06-30 | $475k | 1.1k | 427.93 |
2021-03-31 | $469k | 1.2k | 396.11 |
2020-12-31 | $553k | 1.5k | 373.65 |
More positions owned by Morris Retirement Advisors
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