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Spdr S&p 500 Etf shares owned by ERTS Wealth Advisors

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

Historical chart of ERTS Wealth Advisors 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 ERTS Wealth Advisors 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 ERTS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 341 665.64
2025-06-30 $210k 340 618.26
2021-03-31 $201k 508 395.67
2019-12-31 $239k 955 250.26
2019-03-31 $239k 955 250.26
2018-12-31 $239k 955 250.26

More positions owned by ERTS Wealth Advisors

Ishares Tr Broad Usd High (USHY)
Ishares Tr Core Msci Euro (IEUR)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Pac (IPAC)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for ERTS Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf