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Spdr S&p 500 Etf shares owned by Waldron

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

Historical chart of Waldron investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-12-31 $52M 89k 586.08
2024-09-30 $51M 89k 573.76
2024-06-30 $49M 90k 544.23
2024-03-31 $48M 91k 524.72
2023-12-31 $48M 100k 475.30
2023-09-30 $50M 116k 427.48
2023-06-30 $52M 116k 444.92
2023-03-31 $48M 118k 409.39
2022-12-31 $43M 119k 358.77
2022-09-30 $43M 119k 358.77
2022-06-30 $45M 119k 378.85
2022-03-31 $55M 122k 451.64
2021-12-31 $59M 124k 474.96
2021-09-30 $53M 123k 429.14
2021-06-30 $29M 67k 428.05
2021-03-31 $26M 65k 396.33
2020-12-31 $22M 58k 375.49
2020-09-30 $19M 56k 334.88
2020-06-30 $17M 56k 309.73
2020-03-31 $15M 58k 257.75
2019-12-31 $19M 58k 321.85
2019-09-30 $17M 58k 296.77
2019-06-30 $17M 58k 293.00
2019-03-31 $16M 57k 282.46
2018-12-31 $14M 54k 249.91
2018-09-30 $16M 54k 290.72
2018-06-30 $12M 46k 271.27
2018-03-31 $13M 49k 263.14
2017-12-31 $14M 51k 266.86
2017-09-30 $13M 52k 251.22
2017-06-30 $11M 47k 241.79
2017-03-31 $13M 56k 235.05
2016-12-31 $11M 48k 223.52
2016-09-30 $11M 50k 215.91
2016-06-30 $10M 52k 191.77
2016-03-31 $10M 52k 191.77
2015-12-31 $11M 56k 203.89
2015-09-30 $10M 52k 191.77
2015-06-30 $11M 54k 205.85
2015-03-31 $11M 54k 206.42
2014-12-31 $12M 58k 205.54
2014-09-30 $11M 54k 197.01
2014-06-30 $11M 54k 195.72
2014-03-31 $11M 56k 187.01
2013-12-31 $13M 68k 184.70

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Waldron

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