Austin Private Wealth »

Spdr Ser Tr shares owned by Austin Private Wealth

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

Historical chart of Austin Private Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr by Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 374k 28.65
2025-06-30 $6.6M 241k 27.23
2025-03-31 $5.4M 196k 27.71
2024-12-31 $464k 18k 25.89

More positions owned by Austin Private Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Nuveen Ice Munic (TFI)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Austin Private Wealth

Top funds holding Spdr Ser Tr

State Street Corporation
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Assetmark
Cambria Investment Management
Austin Private Wealth
Park Avenue Securities
Aspire Private Capital
Empowered Funds
Advisor Group Holdings
Landmark Wealth Management
Raymond James Financial
Leo Wealth
Private Advisory

View all funds holding Spdr Ser Tr