Spdr S&p 500 Etf shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 5.9k | 575.50 |
| 2024-06-30 | $3.2M | 5.9k | 545.97 |
| 2024-03-31 | $3.0M | 5.8k | 524.66 |
| 2023-12-31 | $1.0M | 2.2k | 477.20 |
| 2023-09-30 | $1.6M | 3.7k | 429.05 |
| 2023-06-30 | $807k | 1.8k | 444.90 |
| 2023-03-31 | $745k | 1.8k | 410.88 |
| 2022-12-31 | $720k | 1.9k | 384.00 |
| 2022-09-30 | $647k | 1.8k | 358.85 |
| 2022-06-30 | $683k | 1.8k | 378.81 |
| 2022-03-31 | $817k | 1.8k | 453.13 |
| 2021-12-31 | $859k | 1.8k | 476.43 |