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

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

Historical chart of Dwr 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 Dwr 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 Dwr Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 399 632.52

More positions owned by Dwr Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dwr Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
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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