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Spdr S&p 500 Etf shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Waterway Wealth Management 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $471k 707 665.92
2025-06-30 $413k 668 618.29
2025-03-31 $374k 668 559.79
2024-12-31 $2.9M 5.0k 586.10
2024-09-30 $2.8M 4.9k 573.81
2024-06-30 $2.7M 4.9k 544.17
2024-03-31 $2.8M 5.3k 523.09
2023-12-31 $4.2M 8.8k 475.31

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core Msci Eafe Etf Etf (IEFA)
Access Treasury 0-1 Year Etf Etf (GBIL)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Nvidia Corporation Stock (NVDA)
Amazon.com Stock (AMZN)

View all positions for Waterway Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
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CTC
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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

View all funds holding Spdr S&p 500 Etf