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Spdr S&p 500 Etf shares owned by Avitas Wealth Management

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

Historical chart of Avitas Wealth Management 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 Avitas Wealth Management 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 Avitas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $210k 359 586.08
2019-03-31 $60k 111k 0.54
2018-09-30 $1.2M 4.0k 290.76

More positions owned by Avitas Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Val Etf (IVE)
Morgan Stanley Com New (MS)

View all positions for Avitas Wealth Management

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