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SPY
Showing 8 of 29 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

MONETA GROUP INVESTMENT ADVISORS LLC holds 182,562 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $118.7M as of 2026-Q1. The position was increased (+4.3% shares). SPY represents 0.9% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$118.7M

Current Shares

182,562

Total Value Change

+$41.1M

Total Shares Change

+39,926

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
182,562
+4.3%
$118.7M0.9%$680.33
44
2025-Q4
Increased
175,049
+2.1%
$119.4M0.9%$687.01
43
2025-Q3
Increased
171,487
+7.3%
$114.2M0.9%$661.72
46
2025-Q2
Increased
159,852
+5.3%
$98.8M1.2%$611.40
50
2025-Q1
Increased
151,729
+0.9%
$84.9M1.2%$550.86
47
2024-Q4
Increased
150,336
+1.1%
$88.1M1.2%$581.39
47
2024-Q3
Increased
148,675
+4.2%
$85.3M1.2%$562.94
49
2024-Q2
Decreased
142,636
-1.7%
$77.6M1.2%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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