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Spdr S&p 500 Etf shares owned by West Wealth Group

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

Historical chart of West 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 West 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 493 522.96
2023-12-31 $233k 490 475.29
2023-09-30 $208k 486 427.60
2023-06-30 $215k 484 443.66
2022-03-31 $215k 478 449.79
2021-12-31 $222k 467 475.37

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Global Energ Etf (IXC)

View all positions for West Wealth Group

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
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

View all funds holding Spdr S&p 500 Etf