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Spdr S&p 500 Etf shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 646 680.30
2025-06-30 $401k 645 622.26
2025-03-31 $359k 651 550.67

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)

View all positions for Instrumental Wealth

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