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Spdr Ser Tr shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (ESIX) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $423k 14k 29.42
2025-03-31 $495k 17k 28.43
2024-12-31 $438k 14k 31.42
2024-09-30 $361k 11k 31.64

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Walkner Condon Financial Advisors

Top funds holding Spdr Ser Tr

HighTower Advisors
Sapient Capital
Lodestar Private Asset Management
Paulson Wealth Management
Branch Banking & Trust Company
Envestnet Asset Management
Advisor Group Holdings
CWM
Aptus Capital Advisors
Assetmark

View all funds holding Spdr Ser Tr