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

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

Historical chart of Tcfg 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 Tcfg 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 Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 1.6k 666.11
2025-06-30 $978k 1.6k 617.72
2025-03-31 $885k 1.6k 559.51
2024-12-31 $1.1M 1.9k 586.13
2024-09-30 $1.2M 2.0k 573.80