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Spdr S&p 500 Etf shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth 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 Partnership Wealth 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $496k 846 586.01
2024-09-30 $375k 654 573.96
2024-06-30 $601k 1.1k 544.10
2024-03-31 $472k 902 523.05
2023-12-31 $397k 823 482.89

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Pepsico Stock (PEP)
Diamondback Energy Stock (FANG)

View all positions for Partnership Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Royal Bank of Canada
Wolverine Trading
Wells Fargo & Company
Capstone Investment Advisors
Northern Trust
BlackRock
United Capital Financial Advisers
Mizuho Securities USA

View all funds holding Spdr S&p 500 Etf