Spdr S&p 500 Etf shares owned by Morton Capital Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 9.7k | 666.21 |
| 2025-06-30 | $3.1M | 5.1k | 617.89 |
| 2025-03-31 | $2.5M | 4.5k | 559.35 |
| 2024-12-31 | $3.2M | 5.5k | 586.02 |
| 2024-09-30 | $2.5M | 4.3k | 573.82 |
| 2024-06-30 | $2.4M | 4.4k | 544.21 |
| 2024-03-31 | $2.3M | 4.3k | 523.06 |
| 2023-12-31 | $2.2M | 4.6k | 475.27 |
| 2023-09-30 | $1.8M | 4.2k | 427.49 |
| 2023-06-30 | $1.8M | 4.1k | 443.30 |
| 2023-03-31 | $1.7M | 4.1k | 409.40 |
| 2022-12-31 | $1.6M | 4.2k | 382.41 |
| 2022-09-30 | $1.6M | 4.4k | 357.14 |
| 2022-06-30 | $1.8M | 4.7k | 377.25 |
| 2022-03-31 | $2.0M | 4.5k | 451.68 |
| 2021-12-31 | $1.8M | 3.9k | 474.94 |