Spdr S&p 500 Etf shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $239k | 456 | 523.07 |
| 2023-12-31 | $217k | 456 | 475.31 |
| 2023-09-30 | $195k | 456 | 427.48 |
| 2023-06-30 | $198k | 442 | 448.75 |
| 2023-03-31 | $850k | 2.0k | 415.94 |
| 2022-12-31 | $716k | 2.0k | 357.29 |
| 2022-09-30 | $716k | 2.0k | 357.29 |
| 2022-06-30 | $754k | 2.0k | 377.38 |
| 2022-03-31 | $878k | 1.9k | 451.88 |
| 2021-12-31 | $1.0M | 2.1k | 475.22 |
| 2021-09-30 | $752k | 1.8k | 428.98 |
| 2021-06-30 | $655k | 1.5k | 427.83 |
| 2021-03-31 | $605k | 1.5k | 396.46 |
| 2020-12-31 | $568k | 1.5k | 373.68 |
| 2019-09-30 | $451k | 1.5k | 296.71 |
| 2019-06-30 | $450k | 1.5k | 293.16 |
| 2019-03-31 | $434k | 1.5k | 282.74 |
| 2018-12-31 | $380k | 1.5k | 250.00 |
| 2018-09-30 | $442k | 1.5k | 290.79 |
| 2018-06-30 | $407k | 1.5k | 271.33 |
| 2018-03-31 | $395k | 1.5k | 263.33 |
| 2017-12-31 | $413k | 1.5k | 275.33 |
| 2017-09-30 | $377k | 1.5k | 251.33 |
| 2017-06-30 | $363k | 1.5k | 242.00 |
| 2017-03-31 | $354k | 1.5k | 236.00 |
| 2016-12-31 | $335k | 1.5k | 223.33 |