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Spdr Ser Tr sp500 fosl etf shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 339k 34.73

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Spdr Ser Tr sp500 fosl etf

Choate Investment Advisors
Betterment
Bank of New York Mellon
Windmill Hill Asset Management
Lake Street Advisors Group
Partners Capital Investment Group
Bank of America Corporation
LPL Financial
Pnc Financial Services
Rathbones Brothers
Gemmer Asset Management
Sensible Financial Planning & Management
Pathstone Holdings
Spinnaker Trust
Rockefeller Capital Management

View all funds holding Spdr Ser Tr sp500 fosl etf