WealthPoint Financial »

Spdr Series Trust brcly em locl shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial 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 WealthPoint Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust brcly em locl by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $491k 24k 20.92
2026-03-31 $419k 20k 20.64
2025-12-31 $348k 16k 21.37

More positions owned by WealthPoint Financial

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Grwt Etf (IVW)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)

View all positions for WealthPoint Financial

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Management
Sixth Street Partners Management Company
Empower Advisory Group
CI Investments
State Street Corporation
Sei Investments
Varma Mutual Pension Insurance
LPL Financial
Bank of America Corporation
Envestnet Portfolio Solutions
Envestnet Asset Management
Morgan Stanley
Hamrick Investment Counsel
Avos Capital Management
May Louie

View all funds holding Spdr Series Trust brcly em locl