Spectrum Advisors »

iShares S&P 500 Index shares owned by Spectrum Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Spectrum Advisors from 13F filings

Historical chart of Spectrum Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Spectrum Advisors 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 iShares S&P 500 Index by Spectrum Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 2.7k 653.33

More positions owned by Spectrum Advisors

Spdr Series Trust State Street Spd (SPYM)
Global X Fds 1-3 Month T-bill (CLIP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Dimensional Inte (DFGX)
Pimco Etf Tr Multisector Bd (PYLD)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Spectrum Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index