Lakeridge Wealth Management »

Spdr S&p 500 Etf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge 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 Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $828k 1.6k 523.18

More positions owned by Lakeridge Wealth Management

Sherwin-Williams Company (SHW)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
International Business Machines (IBM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Lakeridge Wealth Management

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