Spdr S&p 500 Etf shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by MGB 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 MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 16k | 665.45 |
| 2025-06-30 | $10M | 16k | 616.70 |
| 2025-03-31 | $7.6M | 14k | 557.56 |
| 2024-12-31 | $7.2M | 12k | 587.14 |
| 2024-09-30 | $6.8M | 12k | 572.59 |
| 2024-06-30 | $6.7M | 12k | 558.18 |
| 2024-03-31 | $6.1M | 12k | 523.09 |
| 2023-12-31 | $5.3M | 11k | 475.32 |