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Spdr S&p 500 Etf shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters 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 Great Waters 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $513k 980 523.30
2023-12-31 $385k 821 468.61
2023-09-30 $350k 814 429.44
2023-06-30 $408k 920 443.44
2023-03-31 $466k 1.1k 412.38
2022-12-31 $451k 1.1k 400.30

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Real Est (DFGR)
UnitedHealth (UNH)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Great Waters Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf