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Spdr Series Trust equity shares owned by Planned Solutions

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

Historical chart of Planned Solutions investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust equity by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $63k 2.1k 30.60
2023-12-31 $62k 2.1k 29.93

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

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