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Spdr S&p 500 Etf shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 17k 475.31
2023-09-30 $7.1M 17k 427.48
2023-06-30 $7.3M 17k 443.28
2023-03-31 $6.8M 17k 409.39
2022-12-31 $6.6M 17k 397.77

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf