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Spdr S&p 500 Etf shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $111M 203k 544.22
2024-03-31 $104M 198k 523.07
2023-12-31 $88M 186k 475.31
2023-09-30 $76M 178k 427.48
2023-06-30 $77M 174k 443.28
2023-03-31 $71M 173k 409.39
2022-12-31 $68M 177k 382.43
2022-09-30 $61M 170k 357.18
2022-06-30 $53M 141k 377.25
2022-03-31 $59M 131k 451.64
2021-09-30 $45M 104k 429.14
2021-03-31 $36M 92k 396.32
2020-12-31 $32M 84k 373.87

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
International Assets Investment Management
Millennium Management
Lido Advisors
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf