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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
2024-03-31 $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)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf