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Spdr S&p 500 Etf shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $836k 1.6k 523.14
2023-12-31 $333k 700 475.41
2023-09-30 $228k 533 427.48
2022-12-31 $242k 632 382.43

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)

View all positions for Crown Wealth Group

Top funds holding Spdr S&p 500 Etf

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

View all funds holding Spdr S&p 500 Etf