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

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

Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 847 573.50
2024-06-30 $948k 1.7k 544.22
2024-03-31 $1.8M 3.4k 523.03
2023-12-31 $782k 1.6k 475.31
2023-09-30 $1.7M 3.9k 427.47

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
International Assets Investment Management
Millennium Management
Lido Advisors
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf