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Spdr Ser Tr sp500 fosl etf shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 5.4k 47.25
2024-06-30 $243k 5.4k 44.60
2024-03-31 $233k 5.4k 42.80
2023-12-31 $212k 5.4k 38.81

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View all positions for Morris Retirement Advisors

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Choate Investment Advisors
Bank of New York Mellon
Partners Capital Investment Group
Lake Street Advisors Group
Bank of America Corporation
LPL Financial
Pnc Financial Services
Rathbones Brothers
Sensible Financial Planning & Management
Gemmer Asset Management
Morgan Stanley
Pathstone Holdings
Spinnaker Trust
Rockefeller Capital Management

View all funds holding Spdr Ser Tr sp500 fosl etf