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Spdr Ser Tr shares owned by Brian McDonald

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Spdr Ser Tr

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All positions including Spdr Ser Tr held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 447 28.65
2025-06-30 $5.9k 217 27.23
2025-03-31 $11k 384 27.71

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Visa Com Cl A (V)

View all positions for Brian McDonald

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