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Madison Square shares owned by One Wealth Advisors

Quarter-by-quarter ownership of Madison Square (SPHR) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in Madison Square

Tip: Access up to 7 years of quarterly data

All positions including Madison Square held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Madison Square by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 1.4k 173.03

More positions owned by One Wealth Advisors

Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha In Ctry Etf (CORO)

View all positions for One Wealth Advisors

Top funds holding Madison Square

BlackRock
Jericho Capital Asset Management
Morgan Stanley
Ariel Investments
Vanguard Portfolio Management
Sands Capital Management
Vanguard Capital Management
State Street Corporation
FMR
Ameriprise Financial
Dimensional Fund Advisors
Geode Capital Management
GAMCO Asset Management
Gilder, Gagnon, Howe & Co
Steadfast Capital Management

View all funds holding Madison Square