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Spdr S&p 500 Etf shares owned by Atlantic Family Wealth

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

Historical chart of Atlantic Family 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 Atlantic Family 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 Atlantic Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $660k 990 666.77
2025-06-30 $617k 998 618.39
2025-03-31 $572k 1.0k 559.86

More positions owned by Atlantic Family Wealth

Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Victory Portfolios Ii Shares Free Cash (VFLO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Atlantic Family Wealth

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
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
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf