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

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

Historical chart of Avant Financial Advisors investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Avant 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 Avant Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $742k 1.1k 666.18
2025-06-30 $688k 1.1k 617.85
2025-03-31 $623k 1.1k 559.39
2024-12-31 $655k 1.1k 586.08

More positions owned by Avant Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust Portfli Intrmdit (SPTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)

View all positions for Avant Financial Advisors

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