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Spdr S&p 500 Etf shares owned by Wealth Group

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

Historical chart of Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $401k 717 559.27
2024-12-31 $220k 375 586.67

More positions owned by Wealth Group

Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Caterpillar (CAT)
Mastercard Incorporated Cl A (MA)
Duke Energy Corp Com New (DUK)
Meta Platforms Cl A (META)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)
Parker-Hannifin Corporation (PH)
Cummins (CMI)
Broadcom (AVGO)

View all positions for Wealth Group

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
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors
Alkeon Capital Management
Wolverine Trading

View all funds holding Spdr S&p 500 Etf