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Spdr S&p 500 Etf shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 28k 666.18
2025-06-30 $9.0M 15k 617.83
2025-03-31 $4.8M 8.6k 559.38

More positions owned by Burling Wealth Partners

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr S&p 500 Etf Trust Etf (SPY)
Blackstone Stock (BX)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Abbott Labs Stock (ABT)
Abbvie Stock (ABBV)

View all positions for Burling Wealth Partners

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
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

View all funds holding Spdr S&p 500 Etf