Spdr S&p 500 Etf shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 458 | 666.73 |
| 2025-06-30 | $286k | 457 | 625.51 |
| 2025-03-31 | $261k | 467 | 559.51 |
| 2024-12-31 | $273k | 466 | 585.58 |
| 2024-09-30 | $282k | 492 | 573.10 |
| 2024-06-30 | $275k | 491 | 559.10 |
| 2024-03-31 | $256k | 489 | 523.07 |
| 2023-12-31 | $232k | 489 | 474.12 |