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Spdr Series Trust equity shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $581k 19k 30.60
2024-06-30 $600k 21k 28.72
2024-03-31 $847k 29k 29.11
2023-09-30 $1.2M 43k 27.13
2023-06-30 $725k 26k 28.38
2023-03-31 $620k 22k 28.54
2022-12-31 $267k 9.6k 27.72
2022-09-30 $228k 9.1k 25.13
2022-06-30 $489k 17k 28.04
2022-03-31 $682k 21k 31.88
2021-12-31 $730k 21k 34.61
2021-09-30 $984k 28k 35.30
2021-06-30 $798k 22k 36.32
2021-03-31 $933k 26k 35.84
2020-12-31 $878k 23k 37.88
2020-09-30 $839k 24k 35.58
2020-06-30 $792k 24k 33.64
2020-03-31 $735k 24k 31.06
2019-12-31 $919k 27k 34.14
2019-09-30 $555k 17k 33.27
2019-06-30 $496k 15k 34.16
2019-03-31 $568k 17k 33.17
2018-12-31 $927k 28k 32.93
2018-09-30 $702k 21k 33.59
2016-09-30 $669k 20k 33.42
2016-06-30 $594k 18k 32.52
2015-09-30 $35k 1.1k 31.67
2015-06-30 $2.0M 64k 31.38
2015-03-31 $2.0M 63k 31.10
2014-12-31 $1.8M 53k 34.38
2014-09-30 $2.7M 75k 35.41
2014-06-30 $158k 4.2k 37.87
2014-03-31 $3.4M 92k 37.31
2013-12-31 $4.3M 118k 36.65
2013-09-30 $96k 2.7k 36.01
2013-06-30 $126k 3.7k 34.26

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Spdr Series Trust equity

Checchi Capital Advisers
Lodestar Private Asset Management
Summit Investment Advisors
Morgan Stanley
Leuthold Weeden Capital Management
N.E.W. Advisory Services
Susquehanna International
Lam Group
Royal Bank of Canada
Guggenheim Capital, LLC Managers
Rathbones Brothers
Bank of America Corporation
Sykon Capital
F/M Investments
LPL Financial

View all funds holding Spdr Series Trust equity