Roger Wittlin Investment Advisory »

Spdr S&p 500 Etf shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 5.3k 523.14
2023-12-31 $2.5M 5.3k 475.43
2023-09-30 $2.2M 5.3k 427.62
2023-06-30 $2.3M 5.1k 443.32
2023-03-31 $1.7M 4.2k 409.35
2022-12-31 $709k 1.9k 382.47
2022-09-30 $657k 1.8k 356.87
2022-06-30 $1.1M 3.0k 377.23

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
UBS Group
Wolverine Trading
Wells Fargo & Company
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf