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Spdr Series Trust barcly cap etf shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Spdr Series Trust barcly cap etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust barcly cap etf held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust barcly cap etf by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 14k 23.24
2023-09-30 $251k 12k 21.24

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding Spdr Series Trust barcly cap etf

Bank of America Corporation
NYL Investors
Rockland Trust
Wells Fargo & Company
Capstone Wealth Management Group
Twelve Points Wealth Management
Advisor Group Holdings
PFG Advisors
Milestone Asset Management
Legacy Financial Group
UBS Group
Susquehanna International
Commonwealth Equity Services
Mirae Asset Global Investments
Private Advisor

View all funds holding Spdr Series Trust barcly cap etf