Spdr S&p 500 Etf shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management 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 Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 2.9k | 477.28 |
| 2023-09-30 | $1.1M | 2.5k | 429.12 |
| 2023-06-30 | $1.2M | 2.6k | 444.98 |
| 2023-03-31 | $1.1M | 2.7k | 409.47 |
| 2022-12-31 | $1.0M | 2.6k | 384.26 |
| 2022-09-30 | $831k | 2.3k | 358.96 |
| 2022-06-30 | $877k | 2.3k | 378.83 |
| 2022-03-31 | $1.0M | 2.3k | 453.13 |
| 2021-12-31 | $1.1M | 2.3k | 476.46 |
| 2021-09-30 | $997k | 2.3k | 430.67 |
| 2021-06-30 | $994k | 2.3k | 429.37 |
| 2021-03-31 | $940k | 2.4k | 397.46 |
| 2020-12-31 | $887k | 2.4k | 375.37 |
| 2020-09-30 | $642k | 1.9k | 336.48 |
| 2020-06-30 | $564k | 1.8k | 309.72 |
| 2020-03-31 | $472k | 1.8k | 259.20 |
| 2019-12-31 | $589k | 1.8k | 323.45 |
| 2019-09-30 | $581k | 1.9k | 298.10 |
| 2019-06-30 | $603k | 2.0k | 294.29 |
| 2019-03-31 | $553k | 1.9k | 283.74 |
| 2018-12-31 | $467k | 1.8k | 252.57 |
| 2018-09-30 | $551k | 1.9k | 291.84 |
| 2018-06-30 | $515k | 1.9k | 272.78 |
| 2018-03-31 | $323k | 1.2k | 264.97 |
| 2017-12-31 | $340k | 1.3k | 267.09 |
| 2017-09-30 | $320k | 1.3k | 251.37 |
| 2017-06-30 | $308k | 1.3k | 241.95 |
| 2017-03-31 | $300k | 1.3k | 235.66 |
| 2016-12-31 | $308k | 1.4k | 223.51 |
| 2016-09-30 | $298k | 1.4k | 216.26 |
| 2014-12-31 | $204k | 991 | 205.85 |
| 2014-09-30 | $225k | 1.1k | 197.20 |
| 2014-06-30 | $233k | 1.2k | 195.63 |
| 2014-03-31 | $267k | 1.4k | 186.84 |
| 2013-12-31 | $264k | 1.4k | 184.74 |