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Spdr S&p 500 Etf shares owned by Blue Rock Wealth Management

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

Historical chart of Blue Rock 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 Blue Rock 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 Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.8k 666.18
2025-06-30 $971k 1.6k 617.85
2025-03-31 $977k 1.7k 559.39
2024-12-31 $971k 1.7k 586.08

More positions owned by Blue Rock Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Palantir Technologies Cl A (PLTR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Natixis Etf Tr Gateway Quality (GQI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Blue Rock Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
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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
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf