Spdr S&p 500 Etf shares owned by MA Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by MA Private Wealth
from 13F filings
Historical chart of MA Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by MA Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 666.18 |
| 2025-06-30 | $1.7M | 2.8k | 617.85 |
| 2025-03-31 | $1.6M | 2.9k | 559.39 |
| 2024-12-31 | $1.7M | 2.9k | 586.08 |
| 2024-09-30 | $1.7M | 2.9k | 573.76 |
| 2024-06-30 | $1.6M | 3.0k | 544.22 |
| 2024-03-31 | $1.6M | 3.0k | 523.07 |
| 2023-12-31 | $1.5M | 3.2k | 475.31 |
| 2023-09-30 | $1.3M | 3.2k | 427.48 |
| 2023-06-30 | $1.5M | 3.3k | 443.30 |
| 2022-12-31 | $1.6M | 4.2k | 382.45 |
| 2022-09-30 | $1.2M | 3.3k | 378.94 |
| 2022-06-30 | $1.2M | 3.2k | 378.90 |
| 2022-03-31 | $1.5M | 3.3k | 451.67 |
| 2021-12-31 | $1.5M | 3.2k | 474.92 |
| 2021-09-30 | $684k | 1.6k | 429.38 |
| 2021-06-30 | $683k | 1.6k | 427.94 |
| 2021-03-31 | $633k | 1.6k | 396.62 |
| 2020-12-31 | $613k | 1.6k | 373.78 |
| 2020-09-30 | $549k | 1.6k | 334.76 |
| 2020-06-30 | $538k | 1.7k | 308.31 |
| 2020-03-31 | $453k | 1.8k | 257.68 |
| 2019-09-30 | $540k | 1.8k | 297.03 |
| 2019-06-30 | $354k | 1.2k | 293.29 |
| 2019-03-31 | $341k | 1.2k | 282.52 |
| 2018-12-31 | $315k | 1.3k | 249.80 |