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

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

Historical chart of Foundation Wealth Management investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Foundation 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 Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $775k 1.2k 666.18
2025-06-30 $779k 1.3k 617.85
2025-03-31 $313k 560 559.39

More positions owned by Foundation Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Foundation Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
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
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf