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SPYMSPYM
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in SPDR PORTFOLIO S&P 500 ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 422,561 shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $37.1M as of 2026-Q2. The position was decreased (-0.0% shares). SPYM represents 0.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$37.1M

Current Shares

422,561

Total Value Change

+$34.2M

Total Shares Change

+335,531

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
422,561
-0.0%
$37.1M0.3%$87.88
0
2026-Q1
Decreased
422,644
-1.4%
$32.3M0.2%$80.05
0
2025-Q4
Decreased
428,624
-4.6%
$34.4M0.3%$80.82
0
2025-Q3
Decreased
449,157
-3.8%
$35.2M0.3%$77.84
0
2025-Q2
Decreased
466,838
-1.5%
$33.9M0.4%$71.89
0
2025-Q1
Increased
473,907
+0.5%
$31.2M0.4%$64.79
35
2024-Q4
Decreased
471,354
-3.2%
$32.5M0.5%$68.36
0
2024-Q3
Decreased
486,802
-5.3%
$32.9M0.5%$66.18
0
2024-Q2
Decreased
513,762
-2.8%
$32.9M0.5%$62.81
0
2024-Q1
Decreased
528,309
-5.0%
$32.5M0.5%$60.17
0
2023-Q4
Decreased
556,198
-3.9%
$31.1M0.6%$54.48
0
2023-Q3
Decreased
579,028
-0.5%
$29.1M0.7%$48.79
0
2023-Q2
Increased
581,802
+0.9%
$30.3M0.7%$49.81
41
2023-Q1
Increased
576,745
+9.1%
$27.8M0.7%$45.73
44
2022-Q4
Decreased
528,508
-12.0%
$25.3M0.7%$43.16
0
2022-Q3
Decreased
600,762
-7.9%
$25.2M1.0%$40.74
0
2022-Q2
Increased
652,391
+12.8%
$28.9M1.0%$42.54
46
2022-Q1
Increased
578,506
+4.1%
$30.7M1.2%$51.06
47
2021-Q4
Increased
555,776
+3.5%
$31M1.3%$52.85
47
2021-Q3
Increased
537,218
+5.4%
$27.1M1.2%$48.03
48
2021-Q2
Increased
509,855
+1.1%
$25.7M1.2%$47.14
46
2021-Q1
Increased
504,141
+8.0%
$23.5M1.2%$43.35
49
2020-Q4
Decreased
466,993
-0.2%
$20.5M1.5%$40.70
0
2020-Q3
Decreased
468,005
-0.2%
$18.4M1.6%$36.20
0
2020-Q2
Increased
469,131
+15.5%
$17M1.6%$33.02
51
2020-Q1
Increased
406,215
+23.7%
$12.3M1.3%$28.25
53
2019-Q4
Increased
328,345
+3.7%
$12.4M1.0%$34.45
46
2019-Q3
Increased
316,528
+11.4%
$11M1.0%$31.49
49
2019-Q2
Increased
284,221
+226.6%
$9.8M1.0%$31.23
63
2019-Q1
New
87,030
-
$2.9M0.3%$29.90
44

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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