Concentrum Wealth Management »

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

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

Historical chart of Concentrum 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 Concentrum Wealth Management 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $520k 907 573.60
2024-06-30 $511k 939 544.37
2022-09-30 $46k 130 353.85
2022-06-30 $2.0M 5.3k 376.92
2021-12-31 $4.8M 10k 475.41
2021-09-30 $4.3M 10k 426.09
2020-12-31 $374M 1.0M 373.63

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Advanced Micro Devices Stock (AMD)
First Trust Value Line Dividend Index Fund Etf (FVD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Concentrum Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf