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Spdr S&p 500 Etf shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $132k 203 650.34
2025-12-31 $138k 203 681.92
2025-09-30 $135k 203 666.18

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Morgan Stanley
Old Mission Capital
Bank of America Corporation
Royal Bank of Canada
BlackRock
Alkeon Capital Management
UBS Group
Capstone Investment Advisors
Gallagher Fiduciary Advisors

View all funds holding Spdr S&p 500 Etf