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Spdr Series Trust brcly em locl shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $611k 29k 21.24
2023-09-30 $1.1M 55k 19.83
2023-06-30 $1.2M 57k 21.16
2023-03-31 $474k 22k 21.22
2022-12-31 $283k 14k 20.56

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for West Wealth Group

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Advisory
Empower Advisory Group
CI Investments
Assetmark
Capital Insight Partners
Bank of America Corporation
Mackenzie Financial
Hsbc Holdings
Park Avenue Securities
Envestnet Portfolio Solutions
Advisor Group Holdings
Aspire Private Capital
City State Bank
ValMark Advisers
Sound Stewardship

View all funds holding Spdr Series Trust brcly em locl