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Spdr S&p 500 Etf shares owned by WLTH Capital Management

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

Historical chart of WLTH Capital Management 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 WLTH Capital Management 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 WLTH Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 1.8k 681.80

More positions owned by WLTH Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for WLTH Capital Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Jpmorgan Chase & Co
Belvedere Trading
BlackRock
Goldman Sachs Group
Old Mission Capital
Parallax Volatility Advisers
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Capstone Investment Advisors
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf