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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 47k 573.75
2024-06-30 $19M 34k 544.22
2024-03-31 $18M 35k 523.07
2023-12-31 $13M 27k 475.30
2023-09-30 $13M 30k 427.47
2023-06-30 $13M 30k 443.28
2023-03-31 $15M 36k 409.40
2022-12-31 $10M 27k 382.44
2022-09-30 $9.6M 27k 357.19
2022-06-30 $10M 27k 377.25
2022-03-31 $12M 26k 451.64
2021-12-31 $12M 26k 474.96
2021-09-30 $9.8M 23k 429.15
2021-06-30 $10M 23k 428.07
2021-03-31 $9.2M 23k 396.32
2020-12-31 $7.6M 20k 373.87
2020-09-30 $6.9M 21k 334.88
2020-06-30 $6.3M 20k 308.34
2020-03-31 $5.1M 20k 257.73
2019-12-31 $6.2M 19k 321.86
2019-09-30 $5.6M 19k 296.75
2019-06-30 $5.5M 19k 292.98
2019-03-31 $5.4M 19k 282.50
2018-12-31 $4.8M 19k 249.95
2018-09-30 $4.9M 17k 290.73
2018-06-30 $4.5M 17k 271.25
2018-03-31 $3.6M 14k 263.15
2017-12-31 $3.8M 14k 266.85
2017-09-30 $4.5M 18k 251.23
2017-06-30 $4.0M 17k 241.79
2017-03-31 $3.5M 15k 235.73
2016-12-31 $3.3M 15k 223.54
2016-09-30 $2.9M 13k 216.32
2016-06-30 $2.8M 14k 209.51
2016-03-31 $2.8M 14k 205.49
2015-12-31 $1.9M 9.2k 203.84
2015-09-30 $1.8M 9.2k 191.63
2015-06-30 $1.6M 7.9k 206.41

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

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