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Spdr S&p 500 Etf shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 14k 523.08
2023-12-31 $293k 616 475.31
2023-09-30 $249k 582 427.14

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors 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