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

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

Historical chart of Dynasty 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 Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $62M 119k 523.07
2018-09-30 $4.0M 14k 290.71
2018-06-30 $3.4M 13k 271.31
2018-03-31 $3.5M 13k 263.16
2017-12-31 $1.1M 4.1k 266.83

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty 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