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Spdr Ser Tr shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Spdr Ser Tr (EMHC) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 11k 24.17
2023-12-31 $260k 11k 24.36

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Spdr Ser Tr

Municipal Employees' Retirement System of Michigan
LPL Financial
Assetmark
Advisor Group Holdings
Envestnet Asset Management
Envestnet Portfolio Solutions
Jane Street
Aspire Private Capital
Hobart Private Capital
Cambridge Investment Research Advisors
Raleigh Capital Management
Walkner Condon Financial Advisors
Hibernia Wealth Partners
RFG Advisory
Jackson Creek Investment Advisors

View all funds holding Spdr Ser Tr