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Spdr S&p 500 Etf shares owned by Allium Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Allium Financial Advisors from 13F filings

Historical chart of Allium Financial Advisors 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 Allium Financial Advisors 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 Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 2.6k 666.26
2025-06-30 $3.3M 5.4k 617.90
2025-03-31 $2.9M 5.2k 559.36

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf