Core Wealth Partners »

Spdr S&p 500 Etf shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $785k 1.5k 523.12
2023-12-31 $657k 1.4k 475.46
2023-09-30 $504k 1.2k 427.76
2023-06-30 $384k 867 443.41
2023-03-31 $352k 859 409.39
2022-12-31 $261k 1.3k 206.14

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
UBS Group
Wolverine Trading
Wells Fargo & Company
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf