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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
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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds S&p 500 Covered (XYLD)

View all positions for StoneCrest Wealth Management

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
International Assets Investment Management
Millennium Management
Lido Advisors
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf