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

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

Historical chart of Fulcrum 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 Fulcrum 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 Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $532k 780 681.64

More positions owned by Fulcrum Wealth Advisors

Etfs Gold Tr Physcl Gold Shs (SGOL)
Sprott Asset Management Physical Gold Tr (PHYS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Cummins (CMI)
International Business Machines (IBM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Apple (AAPL)

View all positions for Fulcrum 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