Spdr S&p 500 Etf shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $536k | 805 | 666.18 |
| 2025-06-30 | $497k | 805 | 617.85 |
| 2025-03-31 | $450k | 805 | 559.39 |
| 2024-12-31 | $472k | 805 | 586.08 |
| 2024-09-30 | $462k | 805 | 573.76 |
| 2024-06-30 | $438k | 805 | 544.22 |
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