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Spdr S&p 500 Etf shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Mountain Capital Investment Advisors 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 Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $737k 1.1k 668.24
2020-12-31 $2.4M 6.4k 373.82
2017-09-30 $5.0k 20 250.00
2017-06-30 $2.0k 10 200.00