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Spdr S&p 500 Etf shares owned by ShankerValleau Wealth Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 646 523.07
2023-12-31 $326k 685 475.31
2023-09-30 $326k 763 427.48
2023-06-30 $371k 837 443.28
2023-03-31 $224k 547 409.39
2022-12-31 $209k 547 382.43
2022-06-30 $206k 547 376.60
2022-03-31 $247k 547 451.55
2021-12-31 $304k 640 475.00

More positions owned by ShankerValleau Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Oracle Corporation (ORCL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Progressive Corporation (PGR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Pepsi (PEP)
Apple (AAPL)

View all positions for ShankerValleau Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf