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Spdr S&p 500 Etf shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 5.0k 523.05
2023-12-31 $2.4M 5.0k 475.26

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

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