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Spdr Ser Tr sp500 fosl etf shares owned by North Berkeley Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by North Berkeley Wealth Management from 13F filings

Historical chart of North Berkeley Wealth Management investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by North Berkeley Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 7.4k 54.85
2025-06-30 $362k 7.1k 50.93
2025-03-31 $254k 5.6k 45.75
2024-12-31 $268k 5.6k 48.15

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Choate Investment Advisors
Betterment
Bank of New York Mellon
Pnc Financial Services
Gemmer Asset Management
LPL Financial
Spinnaker Trust
Morgan Stanley
Sensible Financial Planning & Management
TIFF Advisory Services
Rathbones Brothers
Partners Capital Investment Group
Allianz Se
Pathstone Holdings

View all funds holding Spdr Ser Tr sp500 fosl etf