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Spdr S&p 500 Etf shares owned by Next Level Wealth Planning

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

Historical chart of Next Level 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 Next Level 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 309 650.34
2025-03-31 $673k 1.2k 559.39

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Next Level Wealth Planning

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Old Mission Capital
BlackRock
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Capstone Investment Advisors
UBS Group
Parallax Volatility Advisers
Northern Trust

View all funds holding Spdr S&p 500 Etf