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Spdr Series Trust cmn shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $841k 29k 29.41

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 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