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Spdr S&p 500 Etf shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors 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 Monument Group Wealth Advisors 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 606 666.18
2025-06-30 $374k 606 617.85
2025-03-31 $339k 606 559.39
2024-12-31 $355k 606 586.08
2024-09-30 $348k 606 573.76
2024-06-30 $330k 606 544.22
2024-03-31 $317k 606 523.07
2023-12-31 $288k 606 475.31

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Avantis U.s. Equity Etf Etf (AVUS)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Treasury Etf Etf (VGSH)

View all positions for Monument Group Wealth Advisors

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