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Spdr S&p 500 Etf shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management 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 Sterling Group Wealth Management 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 399 666.18
2025-06-30 $247k 399 617.85
2025-03-31 $223k 399 559.39
2024-12-31 $234k 399 586.08
2024-09-30 $231k 403 573.99
2024-06-30 $219k 403 544.42

More positions owned by Sterling Group Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
RBB Us Trsry 6 Mnth (XBIL)
Lpl Financial Holdings (LPLA)

View all positions for Sterling Group Wealth Management

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