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Spdr Series Trust brcly em locl shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth 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 Burns Wealth 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 13k 21.27
2024-06-30 $326k 16k 19.89
2024-03-31 $347k 17k 20.50

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth 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