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Spdr Series Trust equity shares owned by TSA Wealth Managment

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by TSA Wealth Managment from 13F filings

Historical chart of TSA Wealth Managment investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity held by TSA Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust equity by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 6.7k 29.93

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Coca-Cola Company (KO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for TSA Wealth Managment

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