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Spdr Series Trust brcly em locl shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 66k 21.36
2021-06-30 $3.1M 117k 26.13
2021-03-31 $2.9M 110k 26.61
2020-12-31 $3.1M 112k 27.90
2020-09-30 $1.4M 54k 26.24
2020-06-30 $1.6M 59k 26.58
2020-03-31 $1.4M 54k 25.05
2019-12-31 $1.5M 53k 27.81
2019-09-30 $1.7M 64k 27.47

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

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