Spdr S&p 500 Etf shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $898k | 1.6k | 573.72 |
| 2024-06-30 | $636k | 1.2k | 545.20 |
| 2024-03-31 | $608k | 1.2k | 522.86 |
| 2023-12-31 | $548k | 1.2k | 475.12 |
| 2023-09-30 | $517k | 1.2k | 427.32 |
| 2023-06-30 | $539k | 1.2k | 443.11 |
| 2022-12-31 | $424k | 1.1k | 382.43 |
| 2022-09-30 | $506k | 1.4k | 357.18 |
| 2022-06-30 | $540k | 1.4k | 381.24 |
| 2022-03-31 | $647k | 1.4k | 451.64 |
| 2021-12-31 | $680k | 1.4k | 474.96 |
| 2021-09-30 | $609k | 1.4k | 429.14 |
| 2021-06-30 | $611k | 1.4k | 430.43 |
| 2020-03-31 | $548k | 2.2k | 246.15 |
| 2019-12-31 | $878k | 2.7k | 324.12 |