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Spdr S&p 500 Etf shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 778 475.48
2023-09-30 $373k 872 427.59
2023-06-30 $396k 887 445.86
2023-03-31 $1.4M 3.3k 411.60
2022-12-31 $1.5M 4.0k 382.42
2022-09-30 $1.1M 3.1k 357.22
2022-06-30 $598k 1.6k 377.22
2022-03-31 $680k 1.5k 451.55
2021-12-31 $275k 579 475.36

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf