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Spdr S&p 500 Etf shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $926k 1.4k 650.34
2026-03-31 $1.1M 1.5k 746.77
2025-12-31 $880k 1.3k 681.92

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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