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Spdr Ser Tr shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Spdr Ser Tr (EMHC) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $115k 4.5k 25.46

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Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

Top funds holding Spdr Ser Tr

LPL Financial
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Envestnet Portfolio Solutions
Austin Private Wealth
Aspire Private Capital
Park Avenue Securities
Goss Wealth Management
Cambridge Investment Research Advisors
Landmark Wealth Management
Raleigh Capital Management
Cetera Investment Advisers
HighTower Advisors
Valtinson Bruner Financial Planning
Sharkey, Howes & Javer

View all funds holding Spdr Ser Tr