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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Quarterly reported holdings in Spdr S&p 500 Etf by MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 13k | 666.17 |
| 2025-06-30 | $11M | 17k | 617.84 |
| 2025-03-31 | $12M | 22k | 559.38 |
| 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
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