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Spdr S&p 500 Etf shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial 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 OLIO Financial 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 OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 426 665.99
2025-06-30 $263k 426 617.62
2025-03-31 $238k 426 559.12

More positions owned by OLIO Financial Planning

Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)

View all positions for OLIO Financial Planning

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