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Madison Square shares owned by Estate Planners Group

Quarter-by-quarter ownership of Madison Square (SPHR) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Madison Square

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All positions including Madison Square held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Madison Square by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.5k 100 95.08

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Madison Square

Ariel Investments
Vanguard Group
Jericho Capital Asset Management
BlackRock
Steadfast Capital Management
Dimensional Fund Advisors
GAMCO Asset Management
Susquehanna International
Citadel Advisors
Jane Street
Geode Capital Management
State Street Corporation
Samlyn Capital
Gilder, Gagnon, Howe & Co
Gabelli Funds

View all funds holding Madison Square