Spdr S&p 500 Etf shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 122k | 23.41 |
| 2025-06-30 | $99M | 160k | 617.85 |
| 2025-03-31 | $120M | 215k | 559.40 |
| 2024-12-31 | $4.1M | 169k | 24.16 |
| 2024-09-30 | $3.0M | 154k | 19.52 |
| 2024-06-30 | $83M | 152k | 544.22 |
| 2024-03-31 | $75M | 144k | 523.07 |
| 2023-12-31 | $65M | 137k | 475.31 |