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Spdr Ser Tr shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $613k 22k 28.55
2025-09-30 $849k 30k 28.66
2025-06-30 $605k 22k 27.23
2025-03-31 $932k 34k 27.71
2024-12-31 $439k 17k 25.84

More positions owned by Richardson Financial Services

Abb Common Stock (ABBNY)
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)
St Str Spdr S&p 500 Etf Etf - Equity (SPYM)
Apple Common Stocks (AAPL)
Vanguard Growth Etf Etf - Equity (VUG)
Vanguard Value Etf Etf - Equity (VTV)
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)
Nvidia Corp Common Stocks (NVDA)
Spdr Dev World Ex-us Etf Etf - Equity (SPDW)
Alphabet Inc A Common Stocks (GOOGL)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corporation Common Stocks (MSFT)

View all positions for Richardson Financial Services

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