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Spdr S&p 500 Etf shares owned by MinichMacGregor Wealth Management

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

Historical chart of MinichMacGregor Wealth Management investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by MinichMacGregor 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 MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 23k 586.07
2024-09-30 $11M 19k 573.75
2024-06-30 $11M 19k 544.21
2024-03-31 $10M 19k 522.16
2023-12-31 $9.5M 20k 475.32
2023-09-30 $5.2M 12k 427.49
2023-06-30 $5.1M 11k 443.27
2023-03-31 $4.5M 11k 409.41
2022-12-31 $6.0M 16k 382.45
2022-09-30 $5.2M 15k 357.16
2022-06-30 $4.4M 12k 377.24
2022-03-31 $649k 1.4k 451.01
2021-12-31 $666k 1.4k 475.04
2021-09-30 $319k 743 429.34
2021-06-30 $324k 758 427.44
2021-03-31 $302k 761 396.85
2020-12-31 $519k 1.4k 373.92
2020-09-30 $410k 1.2k 334.42
2020-06-30 $328k 1.1k 308.27
2019-12-31 $388k 1.2k 321.72
2019-09-30 $506k 1.7k 296.60
2019-06-30 $260k 880 295.45
2019-03-31 $251k 880 285.23
2018-12-31 $1.8M 7.0k 251.29
2018-09-30 $161k 552 291.67
2018-06-30 $151k 555 272.07
2018-03-31 $189k 720 262.50
2017-12-31 $125k 471 265.39
2017-09-30 $124k 493 251.52
2017-06-30 $158k 653 241.96
2017-03-31 $119k 506 235.18
2016-12-31 $113k 506 223.32
2016-09-30 $113k 526 214.83
2016-06-30 $110k 526 209.13
2016-03-31 $108k 526 205.32
2015-12-31 $105k 500 210.00

More positions owned by MinichMacGregor Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr Us Home Cons Etf (ITB)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
Vanguard World Industrial Etf (VIS)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Us Aer Def Etf (ITA)
Pure Storage Cl A (PSTG)

View all positions for MinichMacGregor Wealth Management

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