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Spdr S&p 500 Etf shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 528 666.34
2024-12-31 $317k 540 586.08

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Roblox Corp Cl A (RBLX)
Amazon (AMZN)
AmerisourceBergen (COR)
Booking Holdings (BKNG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Enbridge (ENB)

View all positions for Trajan Wealth

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
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

View all funds holding Spdr S&p 500 Etf