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Spdr Series Trust equity shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity 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 Series Trust equity by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.1k 248 28.72
2024-03-31 $7.2k 248 29.11

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Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Spdr Series Trust equity

Checchi Capital Advisers
Lodestar Private Asset Management
Jane Street
Morgan Stanley
Leuthold Weeden Capital Management
Summit Investment Advisors
N.E.W. Advisory Services
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Rathbones Brothers
Sykon Capital
LPL Financial
F/M Investments
Ziegler Capital Management
Fisher Investments

View all funds holding Spdr Series Trust equity