Spdr S&p 500 Etf shares owned by MBL Wealth
Historical chart of MBL Wealth investment in Spdr S&p 500 Etf
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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 |
|---|---|---|---|
| 2025-09-30 | $141M | 212k | 666.18 |
| 2025-06-30 | $132M | 213k | 617.85 |
| 2025-03-31 | $116M | 208k | 559.39 |
| 2024-12-31 | $124M | 212k | 586.08 |
| 2024-09-30 | $119M | 207k | 573.76 |
| 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 |