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Spdr Series Trust brcly em locl shares owned by K2 Financial

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial investment in Spdr Series Trust brcly em locl

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All positions including Spdr Series Trust brcly em locl held by K2 Financial 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 K2 Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 11k 21.23
2025-06-30 $237k 11k 21.10
2025-03-31 $233k 11k 20.46
2024-12-31 $227k 12k 19.47

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for K2 Financial

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Management
Empower Advisory Group
CI Investments
State Street Corporation
Sei Investments
LPL Financial
Envestnet Portfolio Solutions
Varma Mutual Pension Insurance
Envestnet Asset Management
May Louie
CFG Asset Management
Wright Fund Managment
Wells Fargo & Company
Assetmark
ValMark Advisers

View all funds holding Spdr Series Trust brcly em locl