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Spdr S&p 500 Etf shares owned by StoneCrest Wealth Management

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $587k 881 666.18
2025-06-30 $559k 904 617.85
2025-03-31 $551k 985 559.39
2024-12-31 $581k 991 586.08
2024-09-30 $570k 993 573.76
2024-06-30 $404k 742 544.22
2024-03-31 $665k 1.3k 523.07
2023-12-31 $611k 1.3k 475.31

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Global X Fds Defense Tech Etf (SHLD)

View all positions for StoneCrest 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