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Spdr Ser Tr shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 7.1k 35.24

More positions owned by Aegis Wealth Management

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
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Spdr Series Trust State Street Spd (BIL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
O'reilly Automotive (ORLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lowe's Companies (LOW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Aim Etf Products Trust Allianzim Us (SIXF)

View all positions for Aegis Wealth Management

Top funds holding Spdr Ser Tr

State Street Corporation
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Assetmark
Cambria Investment Management
Park Avenue Securities
Continuum Wealth Advisors
Austin Private Wealth
Wells Fargo & Company
Aspire Private Capital
Empowered Funds
Raymond James Financial
Private Advisory
Landmark Wealth Management

View all funds holding Spdr Ser Tr