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Spdr Series Trust brcly em locl shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone Advisory Services 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 Spurstone Advisory Services 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 Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $213 10 21.30
2025-06-30 $214 10 21.40
2025-03-31 $200 10 20.00

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SSgA Funds Management Exchange Traded Fund (SPY)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Chevron Corp Common / Ordinary Stock (CVX)
Utd Parcel Serv Common / Ordinary Stock (UPS)
Palo Alto Networks Common / Ordinary Stock (PANW)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
Fortinet Common / Ordinary Stock (FTNT)
Pfizer Common / Ordinary Stock (PFE)
Johnson & Johnson Common / Ordinary Stock (JNJ)
Travelers Common / Ordinary Stock (TRV)
Salesforce Common / Ordinary Stock (CRM)
Phillips 66 Common / Ordinary Stock (PSX)

View all positions for Spurstone Advisory Services

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
Sax Wealth Advisors
Wells Fargo & Company
Assetmark

View all funds holding Spdr Series Trust brcly em locl