Spdr S&p 500 Etf shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 9.4k | 666.20 |
| 2025-06-30 | $5.3M | 8.6k | 617.87 |
| 2025-03-31 | $5.4M | 9.7k | 559.41 |
| 2024-12-31 | $5.8M | 10k | 586.10 |
| 2024-09-30 | $5.8M | 10k | 573.78 |
| 2024-06-30 | $5.5M | 10k | 544.24 |
| 2024-03-31 | $5.3M | 10k | 523.09 |
| 2023-12-31 | $4.8M | 10k | 475.32 |
| 2023-09-30 | $4.4M | 10k | 427.49 |
| 2023-06-30 | $4.6M | 10k | 443.29 |
| 2023-03-31 | $4.3M | 11k | 409.40 |
| 2022-12-31 | $4.0M | 11k | 382.44 |
| 2022-09-30 | $3.8M | 11k | 357.16 |
| 2022-06-30 | $4.0M | 11k | 377.29 |
| 2022-03-31 | $5.0M | 11k | 451.67 |
| 2021-12-31 | $5.1M | 11k | 474.93 |