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Spdr S&p 500 Etf shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors 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 Strata Wealth Advisors 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 4.6k 523.02
2023-12-31 $2.1M 4.5k 475.34
2023-09-30 $1.9M 4.5k 427.50
2023-03-31 $1.6M 3.8k 409.43
2022-12-31 $1.5M 3.8k 382.39

More positions owned by Strata Wealth Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Analog Devices (ADI)
Apple (AAPL)

View all positions for Strata Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
UBS Group
Wolverine Trading
Wells Fargo & Company
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf