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

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

Historical chart of Heirloom 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 Heirloom 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 7.7k 650.34

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Republic Services (RSG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Linde SHS (LIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Asml Hldg Nv N Y Registry Shs (ASML)
Apple (AAPL)
Parker-Hannifin Corporation (PH)

View all positions for Heirloom Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
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Goldman Sachs Group
Old Mission Capital
BlackRock
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Capstone Investment Advisors
UBS Group
Parallax Volatility Advisers
Northern Trust

View all funds holding Spdr S&p 500 Etf