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Spdr Series Trust brcly em locl shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $544k 26k 21.27

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Ishares Tr Mbs Etf (MBB)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
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Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

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