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Spdr S&p 500 Etf shares owned by Vested Financial Planning

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

Historical chart of Vested Financial Planning 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 Vested Financial Planning 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 Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $789k 1.2k 665.96
2025-06-30 $605k 980 617.59
2025-03-31 $541k 967 559.60
2024-12-31 $561k 957 586.31

More positions owned by Vested Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Vested Financial Planning

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