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Spdr S&p 500 Etf shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private Wealth 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 Beverly Hills Private Wealth 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 437 523.64
2023-12-31 $208k 437 475.04
2022-12-31 $277k 725 382.43

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Lowe's Companies (LOW)
Merck & Co (MRK)
Chevron Corporation (CVX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Charles Schwab Corporation (SCHW)

View all positions for Beverly Hills Private Wealth

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
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

View all funds holding Spdr S&p 500 Etf