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

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

Historical chart of Luminvest 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 Luminvest 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 Luminvest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 6.2k 666.18
2025-06-30 $5.0M 8.1k 619.66
2025-03-31 $4.5M 8.1k 559.39
2024-12-31 $4.8M 8.1k 586.08
2024-09-30 $4.7M 8.1k 576.57
2024-06-30 $4.4M 8.1k 548.79
2024-03-31 $4.6M 8.1k 570.04
2023-12-31 $4.7M 8.1k 576.89

More positions owned by Luminvest Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Luminvest Wealth Management

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