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

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

Historical chart of M 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 M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 493 666.18
2025-06-30 $270k 437 617.85
2025-03-31 $245k 437 559.39
2024-12-31 $256k 437 586.08

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf