Morton Brown Family Wealth »

Spdr S&p 500 Etf shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 22k 573.77
2024-06-30 $12M 22k 552.67
2024-03-31 $12M 23k 523.06
2023-12-31 $11M 23k 475.31
2023-09-30 $10M 23k 427.48
2023-06-30 $11M 24k 443.27
2023-03-31 $9.9M 24k 409.38
2022-12-31 $9.3M 24k 382.43
2022-09-30 $7.8M 22k 357.20
2022-06-30 $3.8M 10k 377.28
2022-03-31 $4.6M 10k 451.61
2021-12-31 $4.4M 9.1k 476.66