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Spdr S&p 500 Etf shares owned by Lake Point Wealth Management

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

Historical chart of Lake Point 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 Lake Point 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 Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $5.9M 16k 377.22
2022-03-31 $9.1M 20k 451.66
2021-12-31 $9.5M 20k 474.98
2021-09-30 $9.6M 22k 429.14
2021-06-30 $9.6M 23k 428.06
2020-03-31 $13k 51 254.90
2019-12-31 $10k 31 322.58
2019-06-30 $256k 875 292.57
2019-03-31 $256k 875 292.57
2018-12-31 $5.0M 20k 249.94

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Spdr S&p 500 Etf

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Millennium Management
Royal Bank of Canada
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Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf