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Spdr S&p 500 Etf shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial 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 Northwest Financial 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 408 665.40
2025-06-30 $327k 529 618.11
2025-03-31 $1.2M 2.2k 559.32
2024-12-31 $437k 746 586.01
2024-09-30 $428k 745 573.87
2024-06-30 $391k 717 544.57
2024-03-31 $383k 732 523.07
2023-12-31 $279k 586 475.31

More positions owned by Northwest Financial Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Brookfield Corp Cl A Ltd Vt Sh (BN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Northwest Financial 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