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
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Quarterly reported holdings in Spdr S&p 500 Etf by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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