Trademark Financial Management »

Spdr S&p 500 Etf shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial 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 Trademark Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 1.9k 666.06
2025-06-30 $1.2M 1.9k 617.93
2025-03-31 $1.1M 2.0k 559.38
2024-12-31 $1.1M 1.9k 586.09
2024-09-30 $672k 1.2k 573.52
2024-06-30 $620k 1.1k 544.20
2024-03-31 $594k 1.1k 523.27

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Advisorshares Tr Advisorshs Etf (CWS)

View all positions for Trademark Financial Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
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
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf