Spdr S&p 500 Etf shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.6k | 666.18 |
| 2025-06-30 | $1.5M | 2.4k | 617.85 |
| 2025-03-31 | $1.4M | 2.4k | 559.39 |
| 2024-12-31 | $1.4M | 2.4k | 586.08 |
More positions owned by Bernard Wealth Management Corp.
View all positions for Bernard Wealth Management Corp.