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Spdr S&p 500 Etf shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $60M 91k 666.18
2025-06-30 $55M 88k 617.85
2025-03-31 $49M 87k 559.39