Spdr Ser Tr sp500 fosl etf shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Spdr Ser Tr sp500 fosl etf
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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 49k | 47.25 |
| 2024-06-30 | $2.3M | 51k | 44.60 |
| 2024-03-31 | $2.1M | 50k | 42.80 |
| 2023-12-31 | $1.9M | 49k | 38.81 |
| 2023-09-30 | $3.1M | 52k | 59.28 |
| 2023-06-30 | $1.5M | 41k | 36.17 |
| 2023-03-31 | $1.1M | 33k | 33.24 |
| 2022-12-31 | $1.0M | 11k | 93.35 |
| 2022-09-30 | $1.0M | 12k | 87.16 |
| 2022-06-30 | $1.1M | 12k | 92.25 |
| 2022-03-31 | $1.6M | 15k | 110.99 |
| 2021-12-31 | $2.0M | 17k | 117.73 |
| 2021-09-30 | $2.0M | 19k | 106.22 |
| 2021-06-30 | $2.0M | 19k | 106.13 |
| 2021-03-31 | $1.7M | 17k | 98.22 |
| 2020-12-31 | $1.4M | 15k | 92.99 |
| 2020-09-30 | $1.1M | 13k | 83.54 |
| 2020-06-30 | $363k | 4.8k | 76.29 |