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Spdr Ser Tr shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $400k 14k 28.55
2025-09-30 $681k 24k 28.65
2025-06-30 $322k 12k 27.23
2025-03-31 $581k 21k 27.71
2024-12-31 $255k 9.9k 25.89

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr High Yld Systm B (HYDB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Aim Etf Products Trust Allianzim Us Eqt (DECW)

View all positions for Outlook Wealth Advisors

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr