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Spdr S&p 500 Etf shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 7.8k 573.81
2024-06-30 $4.5M 8.4k 544.24
2024-03-31 $4.5M 8.7k 523.08
2023-12-31 $3.8M 8.0k 475.36

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks 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