Spdr S&p 500 Etf shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 26k | 666.18 |
| 2025-06-30 | $16M | 26k | 617.86 |
| 2025-03-31 | $15M | 27k | 559.38 |
| 2024-12-31 | $16M | 27k | 586.07 |
| 2024-09-30 | $16M | 28k | 573.75 |
| 2024-06-30 | $16M | 30k | 544.22 |
| 2024-03-31 | $18M | 35k | 523.07 |
| 2023-12-31 | $17M | 35k | 475.31 |
| 2023-09-30 | $15M | 36k | 427.48 |
| 2023-06-30 | $16M | 37k | 443.29 |
| 2023-03-31 | $17M | 41k | 409.39 |
| 2022-12-31 | $16M | 42k | 382.43 |
| 2022-09-30 | $17M | 48k | 357.18 |
| 2022-06-30 | $1.5M | 3.9k | 377.20 |
| 2022-03-31 | $2.2M | 5.0k | 451.67 |
| 2021-12-31 | $2.8M | 5.8k | 474.91 |
| 2021-09-30 | $2.5M | 5.8k | 429.18 |
| 2021-06-30 | $2.5M | 5.9k | 428.01 |
| 2021-03-31 | $2.3M | 5.8k | 396.31 |
| 2020-12-31 | $2.2M | 5.8k | 373.84 |
| 2020-09-30 | $2.0M | 5.8k | 334.87 |
| 2020-06-30 | $1.8M | 5.9k | 308.36 |
| 2020-03-31 | $1.5M | 5.9k | 257.83 |
| 2019-12-31 | $2.0M | 6.2k | 321.82 |
| 2019-09-30 | $1.9M | 6.3k | 296.75 |
| 2019-06-30 | $2.2M | 7.4k | 293.00 |
| 2019-03-31 | $3.8M | 13k | 282.47 |
| 2018-12-31 | $2.7M | 11k | 249.95 |
| 2018-09-30 | $3.4M | 12k | 290.72 |
| 2018-06-30 | $2.9M | 11k | 271.28 |
| 2017-09-30 | $2.8M | 11k | 251.23 |
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