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Spdr S&p 500 Etf shares owned by Massachusetts Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Massachusetts Wealth Management from 13F filings

Historical chart of Massachusetts 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 Massachusetts Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Massachusetts Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 2.1k 544.22
2024-03-31 $1.2M 2.2k 523.07
2023-12-31 $1.1M 2.2k 475.31
2023-09-30 $591k 1.4k 427.48
2023-06-30 $545k 1.2k 443.28
2023-03-31 $504k 1.2k 409.39
2022-12-31 $423k 1.0k 406.48