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Spdr S&p 500 Etf shares owned by Barnes Wealth Management Group

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

Historical chart of Barnes Wealth Management Group 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 Barnes Wealth Management Group 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 Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 4.7k 666.25
2025-06-30 $2.7M 4.4k 617.82
2025-03-31 $2.4M 4.4k 559.48
2024-12-31 $2.5M 4.2k 586.12

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Barnes Wealth Management Group

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