Spdr S&p 500 Etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 11k | 666.36 |
| 2025-06-30 | $4.9M | 7.9k | 617.88 |
| 2025-03-31 | $4.4M | 7.9k | 559.38 |
| 2024-12-31 | $4.7M | 8.1k | 586.07 |
| 2024-09-30 | $3.6M | 6.9k | 523.09 |
| 2024-06-30 | $4.4M | 8.0k | 544.20 |
| 2024-03-31 | $3.6M | 6.9k | 523.09 |
| 2023-12-31 | $3.1M | 6.5k | 475.31 |
| 2023-09-30 | $2.7M | 6.2k | 427.48 |
| 2023-06-30 | $2.8M | 6.3k | 443.30 |
| 2023-03-31 | $2.6M | 6.5k | 394.29 |
| 2022-12-31 | $2.5M | 6.5k | 382.43 |
| 2022-09-30 | $2.3M | 6.5k | 357.13 |
| 2022-06-30 | $2.5M | 6.5k | 377.29 |
| 2022-03-31 | $2.9M | 6.4k | 451.67 |
| 2021-12-31 | $2.1M | 4.4k | 475.02 |
| 2021-09-30 | $1.9M | 4.4k | 429.12 |
| 2021-06-30 | $1.9M | 4.5k | 428.03 |
| 2021-03-31 | $1.6M | 4.1k | 396.47 |
| 2020-12-31 | $1.2M | 3.3k | 373.80 |
More positions owned by Monticello Wealth Management
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