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Spdr S&p 500 Etf shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital 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 One Wealth Capital 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 One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 762 666.18
2025-06-30 $420k 680 617.85
2025-03-31 $352k 629 559.57
2024-12-31 $419k 714 586.25