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
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by MorganRosel Wealth Management
View all positions for MorganRosel Wealth Management