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

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

Historical chart of Fidelis 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 Fidelis 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 Fidelis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $629k 923 681.70

More positions owned by Fidelis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr State Street Tec (XLK)
Tidal Trust I Fundstrat Granny (GRNY)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Walt Disney Company (DIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)

View all positions for Fidelis Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors
Alkeon Capital Management
Wolverine Trading
RK Capital Management

View all funds holding Spdr S&p 500 Etf