Center for Wealth Management Advisory »

Spdr S&p 500 Etf shares owned by Center for Wealth Management Advisory

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

Historical chart of Center for Wealth Management Advisory 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 Center for Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $722k 1.1k 681.92

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Old Mission Capital
BlackRock
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Capstone Investment Advisors
UBS Group
Parallax Volatility Advisers
Northern Trust

View all funds holding Spdr S&p 500 Etf