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Spdr S&p 500 Etf shares owned by Newport Capital Group

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

Historical chart of Newport Capital 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 Newport Capital 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 Newport Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 426 670.13
2025-06-30 $266k 428 620.98
2022-09-30 $227k 622 364.95
2021-06-30 $335k 783 427.84
2021-03-31 $397k 1.0k 396.21
2020-12-31 $382k 1.0k 374.14

More positions owned by Newport Capital Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Vanguard World Energy Etf (VDE)

View all positions for Newport Capital Group

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