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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Quarterly reported holdings in Spdr S&p 500 Etf by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 22k | 666.17 |
| 2025-06-30 | $14M | 22k | 617.85 |
| 2025-03-31 | $12M | 22k | 559.40 |
| 2024-12-31 | $13M | 21k | 586.09 |
| 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 |
More positions owned by Morton Brown Family Wealth
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