Spdr S&p 500 Etf shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 4.4k | 523.19 |
| 2023-12-31 | $2.1M | 4.5k | 475.45 |
| 2023-09-30 | $1.9M | 4.5k | 427.65 |
| 2023-06-30 | $1.6M | 3.7k | 443.45 |
| 2023-03-31 | $1.5M | 3.8k | 409.60 |
| 2022-12-31 | $1.5M | 4.0k | 382.48 |
| 2022-09-30 | $8.4M | 23k | 357.23 |
| 2022-06-30 | $1.4M | 3.7k | 377.10 |
| 2022-03-31 | $1.7M | 3.7k | 451.39 |
| 2021-12-31 | $1.8M | 3.7k | 474.99 |
| 2021-09-30 | $1.6M | 3.7k | 429.11 |
| 2021-06-30 | $1.6M | 3.8k | 428.09 |
| 2021-03-31 | $1.3M | 3.4k | 396.28 |
| 2020-12-31 | $1.2M | 3.4k | 368.76 |
| 2020-09-30 | $416k | 1.2k | 335.21 |
| 2020-06-30 | $386k | 1.3k | 308.55 |
| 2020-03-31 | $475k | 1.8k | 257.45 |
| 2019-12-31 | $593k | 1.8k | 321.76 |
| 2019-09-30 | $546k | 1.8k | 296.58 |
| 2019-06-30 | $539k | 1.8k | 292.93 |
| 2019-03-31 | $528k | 1.9k | 282.35 |
| 2018-12-31 | $504k | 2.0k | 250.00 |
| 2018-09-30 | $527k | 2.0k | 261.67 |
| 2018-06-30 | $491k | 1.8k | 271.12 |
| 2018-03-31 | $476k | 1.8k | 263.27 |
| 2017-12-31 | $486k | 1.8k | 266.74 |
| 2017-09-30 | $457k | 1.8k | 251.24 |
| 2017-06-30 | $449k | 1.8k | 246.70 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners