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Spdr S&p 500 Etf shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma 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 Sonoma 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $405k 774 523.07
2023-12-31 $355k 746 475.31
2023-09-30 $359k 839 427.48
2023-06-30 $235k 531 443.28
2023-03-31 $217k 531 409.39
2022-12-31 $269k 704 382.43

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Global X Fds Data Ctr Reits (VPN)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Merck & Co (MRK)
At&t (T)
Applied Materials (AMAT)
Apple (AAPL)
Amazon (AMZN)

View all positions for Sonoma Private Wealth

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