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

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

Historical chart of Biltmore 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 Biltmore 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 Biltmore Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 372 666.18
2025-06-30 $227k 368 617.85
2025-03-31 $206k 368 559.39

More positions owned by Biltmore Wealth Management

Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Cre U S Reit Etf (USRT)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Communication (XLC)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)

View all positions for Biltmore Wealth Management

Top funds holding Spdr S&p 500 Etf

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BlackRock
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Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf