Spdr S&p 500 Etf shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 2.4k | 682.02 |
| 2025-09-30 | $1.1M | 1.7k | 666.31 |
| 2025-06-30 | $992k | 1.6k | 617.94 |
| 2025-03-31 | $886k | 1.6k | 559.47 |
| 2024-12-31 | $937k | 1.6k | 586.13 |
| 2024-09-30 | $908k | 1.6k | 573.83 |
| 2024-06-30 | $864k | 1.6k | 544.08 |
| 2024-03-31 | $849k | 1.6k | 522.95 |
| 2023-12-31 | $674k | 1.4k | 475.39 |
| 2023-09-30 | $562k | 1.3k | 427.36 |
| 2023-06-30 | $430k | 971 | 443.30 |
| 2023-03-31 | $308k | 752 | 409.41 |
| 2022-12-31 | $428k | 1.1k | 382.44 |
| 2022-09-30 | $397k | 1.1k | 360.25 |
| 2022-06-30 | $435k | 1.2k | 377.60 |
| 2022-03-31 | $517k | 1.1k | 451.53 |
| 2021-12-31 | $742k | 1.6k | 474.73 |
| 2021-09-30 | $476k | 1.1k | 428.83 |
| 2021-06-30 | $475k | 1.1k | 427.93 |
| 2021-03-31 | $469k | 1.2k | 396.11 |
| 2020-12-31 | $553k | 1.5k | 373.65 |
More positions owned by Morris Retirement Advisors
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