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

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

Historical chart of Wealth Management Strategies 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 Management Strategies 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 Management Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $425k 569 746.56
2026-03-31 $369k 567 650.81
2025-12-31 $386k 566 681.65
2025-09-30 $376k 564 666.49
2025-06-30 $348k 563 617.53
2025-03-31 $314k 561 559.35
2024-12-31 $328k 559 586.25

More positions owned by Wealth Management Strategies

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Belvedere Trading
Royal Bank of Canada
Goldman Sachs Group
Old Mission Capital
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Parallax Volatility Advisers
UBS Group
Alkeon Capital Management
Wells Fargo & Company

View all funds holding Spdr S&p 500 Etf