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Spdr S&p 500 Etf shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 4.0k 681.96
2025-09-30 $7.0M 11k 666.16
2025-06-30 $6.4M 10k 617.86
2025-03-31 $1.2M 2.1k 559.43

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

Top funds holding Spdr S&p 500 Etf

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Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Wolverine Trading
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf