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Spdr Ser Tr shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $314k 11k 28.55

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr