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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 666.15 |
| 2025-06-30 | $1.0M | 1.6k | 617.97 |
| 2025-03-31 | $952k | 1.7k | 559.27 |
| 2024-12-31 | $988k | 1.7k | 586.06 |
| 2024-09-30 | $974k | 1.7k | 573.85 |
| 2024-06-30 | $934k | 1.7k | 544.13 |
| 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 |