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Spdr S&p 500 Etf shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 70 31686.09
2024-09-30 $2.1M 3.7k 573.76
2024-06-30 $1.8M 3.4k 544.20
2024-03-31 $1.8M 3.4k 523.08
2023-12-31 $1.5M 3.3k 475.34

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lantern Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Barclays
Jane Street
Citadel Advisors
Susquehanna International
CTC
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Royal Bank of Canada
Vinland Capital Management Gestora de Recursos
Wolverine Trading
Old Mission Capital
Wells Fargo & Company

View all funds holding Spdr S&p 500 Etf