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Spdr Series Trust brcly em locl shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8k 271 21.37

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

Top funds holding Spdr Series Trust brcly em locl

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

View all funds holding Spdr Series Trust brcly em locl