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Spdr Series Trust equity shares owned by ProVise Management Group

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by ProVise Management Group from 13F filings

Historical chart of ProVise Management Group investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust equity by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 55k 29.93
2023-09-30 $1.1M 40k 27.13

More positions owned by ProVise Management Group

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Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
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Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding Spdr Series Trust equity

Checchi Capital Advisers
Lodestar Private Asset Management
Bank of America Corporation
Leuthold Weeden Capital Management
Jane Street
Summit Investment Advisors
Sykon Capital
Baird Financial
N.E.W. Advisory Services
Royal Bank of Canada
Coppell Advisory Solutions
Guggenheim Capital, LLC Managers
Ziegler Capital Management
Strategic Advocates
ProVise Management Group

View all funds holding Spdr Series Trust equity