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Spdr Series Trust equity shares owned by Financial Services Advisory

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity held by Financial Services Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust equity by Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 73k 32.11
2025-09-30 $1.1M 35k 32.29
2025-06-30 $322k 9.9k 32.59
2018-03-31 $338k 9.4k 36.05

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Russell 2000 Etf (IWM)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Victory Portfolios Ii Core Intermediat (UITB)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Financial Services Advisory

Top funds holding Spdr Series Trust equity

Farther Finance Advisors
Checchi Capital Advisers
Lodestar Private Asset Management
Lifestyle Asset Management
Lam Group
LPL Financial
Summit Investment Advisors
Leuthold Weeden Capital Management
State Street Corporation
CFG Asset Management
Royal Bank of Canada
Idaho Trust Bank
Wells Fargo & Company
Hobart Private Capital
N.E.W. Advisory Services

View all funds holding Spdr Series Trust equity