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Spdr S&p 500 Etf shares owned by Appleton Group Wealth Management

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

Historical chart of Appleton Group Wealth Management 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 Appleton Group Wealth Management 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 Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2012-09-30 $3.7M 26k 143.98
2012-06-30 $3.7M 27k 136.10
2012-03-31 $8.0M 57k 140.81
2011-12-31 $7.1M 56k 125.50

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

Top funds holding Spdr S&p 500 Etf

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UBS Group
Bank of America Corporation
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Morgan Stanley
HBK Investments
Royal Bank of Canada
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf