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

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

Historical chart of Navigate 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 Navigate 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 Navigate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $646k 918 704.08

More positions owned by Navigate Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Navigate Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Morgan Stanley
Old Mission Capital
Bank of America Corporation
Royal Bank of Canada
BlackRock
Alkeon Capital Management
UBS Group
Capstone Investment Advisors
Gallagher Fiduciary Advisors

View all funds holding Spdr S&p 500 Etf