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Spdr S&p 500 Etf shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial Partners investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by TrueWealth Financial Partners 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 TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 3.1k 573.76
2024-06-30 $1.7M 3.1k 544.22
2024-03-31 $1.6M 3.1k 523.07

More positions owned by TrueWealth Financial Partners

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Materials Etf (VAW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Energy Etf (VDE)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for TrueWealth Financial Partners

Top funds holding Spdr S&p 500 Etf

Barclays
Jane Street
Citadel Advisors
Susquehanna International
CTC
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Royal Bank of Canada
Vinland Capital Management Gestora de Recursos
Wolverine Trading
Old Mission Capital
Wells Fargo & Company

View all funds holding Spdr S&p 500 Etf