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Spdr S&p 500 Etf shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel 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 MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 19k 573.76
2024-06-30 $10M 19k 544.22
2024-03-31 $9.8M 19k 523.07
2023-12-31 $9.1M 19k 475.31
2023-09-30 $13M 31k 427.48
2023-06-30 $15M 33k 443.28
2023-03-31 $14M 34k 409.39
2022-12-31 $14M 36k 382.43
2022-09-30 $13M 36k 357.19
2022-06-30 $14M 37k 377.24
2022-03-31 $17M 38k 451.64
2021-12-31 $19M 41k 474.95
2021-09-30 $18M 42k 429.14
2021-06-30 $19M 43k 428.05
2021-03-31 $17M 43k 396.34
2020-12-31 $15M 41k 373.87
2020-09-30 $13M 40k 334.90
2020-06-30 $11M 37k 308.36
2020-03-31 $6.6M 26k 257.75
2019-12-31 $13M 40k 321.86
2019-09-30 $12M 39k 296.78
2019-06-30 $9.0M 31k 293.01
2019-03-31 $7.3M 26k 282.47
2018-12-31 $3.0M 12k 249.90