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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 361 666.18
2025-06-30 $223k 361 617.85
2025-03-31 $202k 361 559.39
2024-12-31 $212k 361 586.08

More positions owned by JP Wealth Management

DFA U S Core Equity 2 Us Core Equity 2 (DFAC)
Nasdaq 100 Nasdaq 100 Etf (QQQM)
Boulder Growth & Income Fund (STEW)
Nasdaq 100 SHS (QQEW)
TCW Strategic Income Fund (TSI)
Nasdaq 100 Unit Ser 1 (QQQ)
Sprott Physical Gold Etv Unit (PHYS)
VanEck Digital Transformation Digi Transfrm (DAPP)
Russell 1000 Growth i-share Rus 1000 Grw Etf (IWF)
Russell 1000 Value i-share Rus 1000 Val Etf (IWD)
National Municipal Bond Natl Mun Bd Etf (DFNM)
Vguard Value index Value Etf (VTV)
Russell Midcap Value i-share Rus Mdcp Val Etf (IWS)
Vguard Total World Tt Wrld St Etf (VT)
S&P 500 SPDR Tr Unit (SPY)

View all positions for JP Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
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

View all funds holding Spdr S&p 500 Etf