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Spdr S&p 500 Etf shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning 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 Momentum Wealth Planning 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 Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 51k 668.01

More positions owned by Momentum Wealth Planning

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Kraneshares Trust Csi Chi Internet (KWEB)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Nexstar Media Group Common Stock (NXST)
Goldman Sachs (GS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

Top funds holding Spdr S&p 500 Etf

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BlackRock
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Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf