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Spdr S&p 500 Etf shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Sound Financial Strategies 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 Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $966k 1.5k 666.18
2025-06-30 $836k 1.4k 617.85
2025-03-31 $743k 1.3k 559.39
2024-12-31 $471k 803 586.08

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange-traded SHS (QQEW)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for Sound Financial Strategies Group

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf