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

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

Historical chart of Latko 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 Latko 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 Latko Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 14k 666.20
2025-06-30 $8.7M 14k 617.84
2025-03-31 $7.9M 14k 559.38
2024-12-31 $8.5M 15k 586.08
2024-09-30 $8.5M 15k 573.77

More positions owned by Latko Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Latko 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