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Spdr S&p 500 Etf shares owned by Axim Planning & Wealth

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

Historical chart of Axim Planning & 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 Axim Planning & 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 Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 402 523.07
2023-12-31 $361k 759 475.31
2022-12-31 $215k 562 382.43
2022-09-30 $134k 375 357.33
2022-06-30 $11k 28 392.86

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Carnival Corp Unit 99/99/9999 (CCL)
John Hancock Pref. Income Fund II (HPF)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Drawdown (ADME)
Etf Ser Solutions Aptus Defined (DRSK)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Mondelez Intl Cl A (MDLZ)
Caterpillar (CAT)

View all positions for Axim Planning & Wealth

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf