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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |