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Morton Brown Family Wealth, LLC → SPY
Morton Brown Family Wealth, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$16.8M
Q3 2026
Peak value
$16.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.9M |
| Q1 2026 | $14.4M |
| Q2 2026 | $16.6M |
| Q3 2026 | $16.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.8M | 22.1K | — | — |
| Q2 2026 | $16.6M | 22.2K | — | — |
| Q1 2026 | $14.4M | 22.2K | — | — |
| Q4 2025 | $14.9M | 21.9K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B
Other Morton Brown Family Wealth, LLC positions
SCHW-PJ
$127.6MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$123.4MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$100.9MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$100.8MSCHWAB U.S. BROAD MARKET ETF
VGES
$38.6MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$38MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$32.5MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$30.7MVANGUARD FTSE DEVELOPED MARKETS ETF