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Spdr Series Trust equity shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax 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 Stonehaven Wealth & Tax 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 Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $477k 15k 31.08

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds State Street Spd (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding Spdr Series Trust equity

Farther Finance Advisors
Checchi Capital Advisers
Lodestar Private Asset Management
Leo Wealth
Bank of America Corporation
Morgan Stanley
LPL Financial
Jane Street
Summit Investment Advisors
Leuthold Weeden Capital Management
Lam Group
State Street Corporation
Israel Discount Bank of New York
Royal Bank of Canada
Obsido Oy

View all funds holding Spdr Series Trust equity