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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
2024-03-31 $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

Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
D.R. Horton (DHI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Occidental Petroleum Corporation (OXY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lodestone Wealth Management

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