Spdr S&p 500 Etf shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $629k | 1.0k | 618.06 |
| 2025-03-31 | $548k | 980 | 559.57 |
| 2024-12-31 | $564k | 962 | 586.25 |
| 2024-09-30 | $505k | 880 | 573.92 |
| 2024-06-30 | $465k | 855 | 544.36 |
| 2024-03-31 | $348k | 665 | 523.22 |
| 2022-12-31 | $227k | 594 | 382.43 |
| 2020-03-31 | $365k | 1.4k | 257.95 |
| 2019-06-30 | $7.5M | 26k | 293.01 |
More positions owned by Keudell/Morrison Wealth Management
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