Spdr S&p 500 Etf shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.5k | 666.16 |
| 2025-06-30 | $2.2M | 3.5k | 620.74 |
| 2025-03-31 | $2.3M | 4.1k | 559.40 |
| 2024-12-31 | $2.4M | 4.1k | 586.04 |
| 2024-09-30 | $2.1M | 3.6k | 573.83 |
| 2024-06-30 | $1.9M | 3.5k | 544.24 |
| 2024-03-31 | $2.0M | 3.7k | 523.07 |
| 2023-12-31 | $2.0M | 4.1k | 475.29 |
| 2023-09-30 | $1.4M | 3.2k | 427.43 |
| 2023-06-30 | $1.4M | 3.3k | 443.23 |
| 2023-03-31 | $1.4M | 3.5k | 409.44 |
| 2022-12-31 | $2.1M | 5.6k | 382.44 |
| 2022-09-30 | $720k | 2.0k | 356.97 |
| 2022-06-30 | $730k | 1.9k | 377.26 |
| 2022-03-31 | $1.2M | 2.7k | 451.83 |
| 2021-12-31 | $658k | 1.4k | 475.09 |
| 2021-09-30 | $457k | 1.1k | 429.51 |
| 2021-06-30 | $309k | 721 | 428.57 |
| 2021-03-31 | $688k | 1.7k | 396.31 |
| 2020-12-31 | $356k | 951 | 374.34 |