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

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

Historical chart of Birchcreek 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 Birchcreek 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $814k 1.6k 523.18
2023-12-31 $818k 1.7k 475.31
2023-09-30 $671k 1.6k 427.40
2023-06-30 $691k 1.6k 443.40
2023-03-31 $570k 1.4k 409.44
2022-12-31 $533k 1.4k 382.38
2022-09-30 $569k 1.6k 357.41
2022-06-30 $601k 1.6k 377.51
2022-03-31 $252k 557 452.42
2021-12-31 $266k 561 474.15
2020-12-31 $132k 356 370.79

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Birchcreek Wealth Management

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