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Spdr S&p 500 Etf shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 46k 475.31
2023-09-30 $17M 41k 427.53
2022-12-31 $4.2M 11k 382.44
2022-09-30 $1.9M 5.0k 370.37
2022-06-30 $1.8M 4.9k 377.19

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf