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Spdr Series Trust cmn shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 45k 29.41
2023-09-30 $1.1M 39k 27.58
2023-06-30 $1.0M 36k 28.88

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Spdr Series Trust cmn

Adviser Investments
Financial Gravity Wealth
D. J. St. Germain
Bank of America Corporation
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
AE Wealth Management
Flaharty Asset Management
Great Valley Advisor Group
Private Advisor
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Arkansas Financial

View all funds holding Spdr Series Trust cmn