Spdr S&p 500 Etf shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.4M | 2.5k | 559.28 |
| 2024-12-31 | $1.5M | 2.6k | 586.06 |
| 2024-09-30 | $1.5M | 2.6k | 573.69 |
| 2024-06-30 | $1.4M | 2.6k | 544.14 |
| 2024-03-31 | $1.4M | 2.6k | 522.97 |
| 2023-12-31 | $1.2M | 2.6k | 475.29 |
| 2023-09-30 | $1.1M | 2.6k | 427.54 |
| 2023-06-30 | $1.2M | 2.6k | 443.24 |
| 2023-03-31 | $1.1M | 2.7k | 409.41 |
| 2022-12-31 | $1.1M | 2.9k | 382.47 |
| 2022-09-30 | $573k | 1.6k | 363.12 |
| 2022-06-30 | $502k | 1.3k | 376.88 |
| 2022-03-31 | $620k | 1.4k | 458.58 |
| 2021-12-31 | $652k | 1.4k | 474.87 |
| 2021-09-30 | $566k | 1.3k | 433.05 |
| 2021-06-30 | $549k | 1.3k | 427.57 |
| 2021-03-31 | $535k | 1.3k | 417.32 |
| 2020-12-31 | $678k | 1.8k | 373.76 |
| 2020-09-30 | $554k | 1.7k | 334.95 |
| 2020-06-30 | $506k | 1.6k | 308.16 |
| 2020-03-31 | $422k | 1.6k | 257.79 |
| 2019-12-31 | $445k | 1.4k | 322.00 |