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Spdr S&p 500 Etf shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 2.4k 475.26
2023-09-30 $1.0M 2.4k 427.43
2023-06-30 $1.1M 2.4k 443.23
2023-03-31 $968k 2.4k 409.35
2022-12-31 $904k 2.4k 382.39
2022-09-30 $842k 2.4k 356.93
2022-06-30 $890k 2.4k 377.28
2021-12-31 $1.3M 2.7k 474.80
2021-03-31 $1.1M 2.4k 451.46

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Global X Fds Us Pfd Etf (PFFD)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
McDonald's Corporation (MCD)

View all positions for Collaborative Wealth Managment

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