Spdr S&p 500 Etf shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Marks Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 9.8k | 666.19 |
| 2025-06-30 | $6.0M | 9.8k | 617.86 |
| 2025-03-31 | $3.9M | 7.0k | 559.41 |
| 2024-12-31 | $4.1M | 7.0k | 586.10 |
| 2024-09-30 | $3.7M | 6.5k | 573.78 |
| 2024-06-30 | $3.5M | 6.5k | 544.24 |
| 2024-03-31 | $3.3M | 6.4k | 523.09 |
| 2023-12-31 | $3.0M | 6.4k | 475.32 |
| 2023-09-30 | $2.7M | 6.3k | 427.49 |
| 2023-06-30 | $2.4M | 5.4k | 443.30 |
| 2023-03-31 | $2.2M | 5.5k | 409.40 |
| 2022-12-31 | $2.0M | 5.1k | 382.44 |
| 2022-09-30 | $1.8M | 5.1k | 357.14 |
| 2022-06-30 | $1.9M | 5.1k | 377.24 |
| 2022-03-31 | $3.3M | 7.4k | 451.60 |
| 2021-12-31 | $2.3M | 4.8k | 474.76 |
| 2021-09-30 | $379k | 884 | 428.73 |
| 2021-06-30 | $352k | 824 | 427.18 |
| 2021-03-31 | $326k | 824 | 395.63 |
| 2020-12-31 | $341k | 912 | 373.90 |
| 2020-09-30 | $400k | 1.2k | 335.01 |
| 2020-06-30 | $281k | 912 | 308.11 |
| 2020-03-31 | $235k | 912 | 257.68 |
| 2019-12-31 | $357k | 1.1k | 322.20 |
More positions owned by Marks Group Wealth Management
View all positions for Marks Group Wealth Management