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Spdr Series Trust equity shares owned by Optima Capital

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

Historical chart of Optima Capital investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust equity by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 48k 32.11

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

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