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Spdr S&p 500 Etf shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $30M 55k 544.22
2024-03-31 $29M 56k 523.07
2023-12-31 $17M 36k 475.31
2023-09-30 $15M 36k 427.48
2023-06-30 $13M 29k 443.29
2023-03-31 $11M 28k 409.39

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Belvedere Trading
Susquehanna International
Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
HBK Investments
Royal Bank of Canada
Wells Fargo & Company
Alkeon Capital Management
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf