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Spdr S&p 500 Etf shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 422 618.32
2025-06-30 $261k 422 618.32
2024-12-31 $205k 349 586.61
2024-09-30 $200k 349 574.28

More positions owned by Valued Retirements

Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Quality Grow (QGRO)

View all positions for Valued Retirements

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