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Spdr Series Trust brcly em locl shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Spdr Series Trust brcly em locl

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust brcly em locl held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 10k 21.24
2023-09-30 $208k 11k 19.83
2023-06-30 $689k 33k 21.16

More positions owned by Brown Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Advisory
Empower Advisory Group
CI Investments
Assetmark
Capital Insight Partners
Bank of America Corporation
Mackenzie Financial
Hsbc Holdings
Park Avenue Securities
Envestnet Portfolio Solutions
Advisor Group Holdings
Aspire Private Capital
City State Bank
ValMark Advisers
Sound Stewardship

View all funds holding Spdr Series Trust brcly em locl