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Spdr S&p 500 Etf shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 4.4k 576.70
2024-06-30 $2.4M 4.5k 544.22
2024-03-31 $2.3M 4.5k 522.61

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

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