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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $720k 1.1k 666.46
2025-06-30 $667k 1.1k 617.86
2025-03-31 $603k 1.1k 559.59
2024-12-31 $631k 1.1k 585.93

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)

View all positions for Level Wealth Management

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