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Spdr Ser Tr sp500 fosl etf shares owned by Trevian Wealth Management

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

Historical chart of Trevian 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 Trevian 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 Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $747k 16k 48.17
2024-09-30 $732k 16k 47.27
2024-06-30 $691k 16k 44.62
2024-03-31 $608k 14k 42.77

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Apple (AAPL)
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Meta Platforms Cl A (META)
Toast Cl A (TOST)

View all positions for Trevian Wealth Management

Top funds holding Spdr Ser Tr sp500 fosl etf

Choate Investment Advisors
Betterment
Bank of New York Mellon
Windmill Hill Asset Management
Partners Capital Investment Group
Lake Street Advisors 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