Spdr S&p 500 Etf shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 3.9k | 523.06 |
| 2023-12-31 | $2.6M | 5.4k | 475.30 |
| 2023-09-30 | $2.3M | 5.4k | 427.48 |
| 2023-06-30 | $2.4M | 5.4k | 443.28 |
| 2023-03-31 | $2.0M | 4.9k | 409.39 |
| 2022-12-31 | $1.9M | 4.9k | 382.43 |
| 2022-09-30 | $1.8M | 5.0k | 357.24 |
| 2022-06-30 | $1.9M | 4.9k | 377.29 |
| 2022-03-31 | $2.1M | 4.7k | 451.61 |
| 2021-12-31 | $2.3M | 4.7k | 475.02 |