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Spdr Series Trust brcly em locl shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Spdr Series Trust brcly em locl

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust brcly em locl held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $93k 4.7k 19.89
2024-06-30 $93k 4.7k 19.89
2024-03-31 $96k 4.7k 20.50

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Management
Empower Advisory Group
State Street Corporation
Deutsche Bank Aktiengesellschaft
Sei Investments
LPL Financial
CI Investments
Envestnet Portfolio Solutions
Hsbc Holdings
Assetmark
Envestnet Asset Management
Bank of America Corporation
Susquehanna International
Park Avenue Securities
Aspire Private Capital

View all funds holding Spdr Series Trust brcly em locl