Capital A Wealth Management »

Spdr Series Trust equity shares owned by Capital A Wealth Management

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

Historical chart of Capital A Wealth 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 Capital A Wealth 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $13k 432 29.93
2024-12-31 $339 12 28.33

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding Spdr Series Trust equity

Mainstay Capital Management
Farther Finance Advisors
Checchi Capital Advisers
Lodestar Private Asset Management
Lifestyle Asset Management
LPL Financial
Lam Group
Cambria Investment Management
Leuthold Weeden Capital Management
Summit Investment Advisors
CFG Asset Management
Jane Street
Synergy Financial Management
Morgan Stanley
State Street Corporation

View all funds holding Spdr Series Trust equity