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Spdr S&p 500 Etf shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 16k 666.20
2025-06-30 $10M 17k 610.59
2025-03-31 $5.5M 9.9k 559.39
2024-12-31 $4.5M 7.6k 586.06
2024-09-30 $4.4M 7.6k 573.80
2024-06-30 $4.0M 7.4k 544.24
2024-03-31 $1.1M 2.2k 523.07
2023-12-31 $1.0M 2.1k 475.31
2023-09-30 $1.6M 3.7k 427.51
2023-06-30 $1.2M 2.9k 409.35
2023-03-31 $42M 102k 409.35
2022-12-31 $1.3M 3.5k 382.35
2022-09-30 $896k 2.5k 357.40
2022-06-30 $958k 5.9k 162.98
2022-03-31 $1.0M 2.3k 451.71
2021-12-31 $1.1M 2.3k 474.85
2021-09-30 $980k 2.3k 429.07
2021-06-30 $909k 2.1k 427.97
2021-03-31 $842k 2.1k 396.42
2020-12-31 $16M 43k 374.00
2020-09-30 $711k 2.1k 334.90
2020-06-30 $6.4M 21k 308.53
2020-03-31 $2.0M 2.1k 929.27
2019-12-31 $683k 2.1k 322.02
2019-09-30 $629k 2.1k 296.56
2019-06-30 $621 871 0.71
2019-03-31 $429k 1.5k 282.42
2018-12-31 $630k 2.5k 249.80
2018-09-30 $12k 23k 0.54
2018-06-30 $684k 2.5k 271.21
2018-03-31 $1.3M 5.0k 263.28
2017-12-31 $41k 64k 0.64
2017-09-30 $830k 3.3k 251.21
2017-06-30 $468k 1.9k 241.86

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

Top funds holding Spdr S&p 500 Etf

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Old Mission Capital
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Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf