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Spdr S&p 500 Etf shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare 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 AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $694k 1.5k 475.31
2023-09-30 $624k 1.5k 427.48
2023-06-30 $655k 1.6k 420.18
2023-03-31 $667k 1.6k 409.39
2022-12-31 $629k 1.6k 382.43
2022-09-30 $587k 1.6k 357.06
2022-06-30 $639k 1.7k 377.21
2022-03-31 $783k 1.7k 451.56
2021-12-31 $1.2M 2.5k 475.09
2021-09-30 $1.1M 2.5k 429.26
2021-06-30 $1.2M 2.7k 427.88
2021-03-31 $1.5M 3.8k 396.35
2020-12-31 $1.2M 3.3k 374.03
2020-09-30 $1.7M 5.0k 334.87
2020-06-30 $1.2M 3.9k 308.29
2020-03-31 $1.0M 4.0k 257.81
2019-12-31 $1.3M 3.9k 321.86
2019-09-30 $1.1M 3.7k 296.82
2019-06-30 $1.1M 3.8k 293.03
2019-03-31 $971k 3.4k 282.43
2018-12-31 $835k 3.3k 250.00
2018-09-30 $778k 2.7k 290.84
2018-06-30 $254k 937 271.08
2018-03-31 $169k 642 263.24
2017-12-31 $61k 227 268.72
2017-09-30 $39k 154 253.25
2017-06-30 $37k 154 240.26
2017-03-31 $36k 154 233.77
2016-12-31 $32k 141 226.95
2016-09-30 $7.0k 34 205.88
2016-06-30 $7.0k 34 205.88
2016-03-31 $7.0k 34 205.88
2015-12-31 $7.0k 34 205.88
2015-09-30 $7.0k 34 205.88
2015-06-30 $7.0k 34 205.88

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf