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

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

Historical chart of Trellis 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 Trellis 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 Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 556 573.76
2024-06-30 $303k 556 544.22
2024-03-31 $293k 561 523.07
2023-12-31 $675k 1.4k 475.31
2023-09-30 $622k 1.5k 427.48

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Avantis Responsi (AVSD)
Apple (AAPL)

View all positions for Trellis Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf