Spdr S&p 500 Etf shares owned by Monarch Capital Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Monarch Capital Management
from 13F filings
Historical chart of Monarch Capital Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Monarch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $836k | 1.3k | 668.01 |
| 2025-06-30 | $775k | 1.3k | 619.13 |
| 2025-03-31 | $717k | 1.3k | 561.09 |
| 2024-12-31 | $745k | 1.3k | 588.05 |
| 2024-09-30 | $729k | 1.3k | 575.51 |
| 2024-06-30 | $692k | 1.3k | 545.98 |
| 2024-03-31 | $665k | 1.3k | 524.67 |
| 2023-12-31 | $605k | 1.3k | 477.22 |
| 2023-09-30 | $543k | 1.3k | 428.64 |
| 2023-06-30 | $488k | 1.1k | 444.41 |
| 2023-03-31 | $451k | 1.1k | 410.90 |
| 2022-12-31 | $422k | 1.1k | 384.21 |
| 2022-09-30 | $394k | 1.1k | 359.16 |
| 2022-06-30 | $414k | 1.1k | 377.39 |
| 2022-03-31 | $495k | 1.1k | 451.23 |
| 2021-12-31 | $521k | 1.1k | 474.93 |
| 2021-09-30 | $471k | 1.1k | 429.35 |
| 2021-06-30 | $470k | 1.1k | 428.44 |
| 2021-03-31 | $435k | 1.1k | 396.54 |
| 2020-12-31 | $410k | 1.1k | 373.75 |
| 2020-09-30 | $362k | 1.1k | 334.57 |
| 2020-06-30 | $334k | 1.1k | 308.69 |
| 2020-03-31 | $281k | 1.1k | 257.33 |
| 2019-12-31 | $351k | 1.1k | 321.43 |
| 2019-09-30 | $300k | 1.0k | 297.03 |
| 2019-06-30 | $206k | 704 | 292.61 |
| 2019-03-31 | $204k | 722 | 282.55 |
| 2018-09-30 | $210k | 722 | 290.86 |
More positions owned by Monarch Capital Management
Home Depot (HD)
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