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Spdr Ser Tr sp500 fosl etf shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 49k 38.81
2023-09-30 $1.6M 47k 34.73
2023-06-30 $1.5M 41k 36.17
2023-03-31 $1.1M 33k 33.24
2022-12-31 $1.0M 11k 93.35
2022-09-30 $1.0M 12k 87.16
2022-06-30 $1.1M 12k 92.25
2022-03-31 $1.6M 15k 110.99
2021-12-31 $2.0M 17k 117.73
2021-09-30 $2.0M 19k 106.22
2021-06-30 $2.0M 19k 106.13
2021-03-31 $1.7M 17k 98.22
2020-12-31 $1.4M 15k 92.99
2020-09-30 $1.1M 13k 83.54
2020-06-30 $363k 4.8k 76.29