WPWealth »

Spdr S&p 500 Etf shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by WPWealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 8.9k 475.31
2023-09-30 $3.8M 8.9k 427.46
2023-06-30 $3.9M 8.8k 443.29
2023-03-31 $3.6M 8.8k 409.38
2022-12-31 $3.4M 9.0k 382.45

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Short Duration F (DFSD)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Apple (AAPL)
Innovator Etfs Tr International Dv (IOCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
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
CTC

View all funds holding Spdr S&p 500 Etf