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

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

Historical chart of Brown 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 Brown 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $316k 664 475.31
2023-09-30 $340k 796 427.48
2023-06-30 $329k 741 443.28

More positions owned by Brown Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
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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