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Spdr S&p 500 Etf shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $575M 2.6M 222.82
2024-03-31 $3.0M 5.7k 523.11
2023-12-31 $588k 1.2k 475.39
2023-09-30 $1.6M 3.8k 427.50
2023-06-30 $1.5M 3.3k 443.23
2023-03-31 $1.3M 3.3k 409.41

More positions owned by Strategic Financial Concepts

Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Strategic Financial Concepts

Top funds holding Spdr S&p 500 Etf

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

View all funds holding Spdr S&p 500 Etf