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Spdr S&p 500 Etf shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 314 682.11
2024-06-30 $548k 1.0k 544.30
2024-03-31 $789k 1.5k 523.10
2023-12-31 $717k 1.5k 475.32
2023-09-30 $1.7M 3.9k 427.47
2023-06-30 $2.1M 4.6k 448.93

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mid Cap Etf (IWR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Conv Bd Etf (ICVT)
Exxon Mobil Corporation (XOM)

View all positions for Plan Group Financial

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
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Jpmorgan Chase & Co
Belvedere Trading
Goldman Sachs Group
Old Mission Capital
BlackRock
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Wolverine Trading
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf