Aspiriant »

Spdr Index Shs Fds em qual mix shares owned by Aspiriant

Quarter-by-quarter ownership of Spdr Index Shs Fds em qual mix (QEMM) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in Spdr Index Shs Fds em qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds em qual mix held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Index Shs Fds em qual mix by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $767k 13k 57.74
2023-12-31 $760k 13k 57.16
2023-09-30 $718k 13k 54.02
2023-06-30 $737k 13k 55.43
2023-03-31 $799k 14k 55.59
2022-12-31 $768k 14k 53.43
2022-09-30 $731k 14k 50.84
2022-06-30 $811k 14k 56.40
2022-03-31 $921k 14k 64.05
2021-12-31 $973k 14k 67.67
2021-09-30 $973k 14k 67.67
2021-06-30 $1.0M 14k 70.17
2021-03-31 $979k 14k 68.09
2020-12-31 $935k 14k 65.03
2020-09-30 $811k 14k 56.40
2020-06-30 $758k 14k 52.72
2020-03-31 $828k 18k 46.80
2019-12-31 $1.3M 21k 60.77
2019-09-30 $1.2M 21k 57.30
2019-06-30 $1.3M 21k 59.32
2019-03-31 $1.3M 21k 59.16
2018-12-31 $1.2M 22k 54.36
2018-09-30 $1.3M 22k 59.28
2018-06-30 $1.3M 23k 59.33
2018-03-31 $1.5M 23k 65.54
2017-09-30 $1.4M 23k 61.12
2017-06-30 $1.4M 24k 58.21
2017-03-31 $1.7M 30k 55.75
2016-12-31 $6.4M 128k 50.15
2016-09-30 $8.3M 152k 54.35
2016-06-30 $8.9M 179k 49.87
2016-03-31 $10M 207k 49.26
2015-12-31 $14M 288k 47.43
2015-09-30 $12M 259k 48.08

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

Top funds holding Spdr Index Shs Fds em qual mix

Premier Path Wealth Partners
Appleton Partners
Jane Street
Edge Financial Advisors
Advisory Services Network
Cabot Money Management
OmniStar Financial Group
Aspiriant
Wealth Enhancement Advisory Services
UBS Group
Flow Traders US
Capital Advisors
Bank of America Corporation
Virtu Financial
Lutz Financial Services

View all funds holding Spdr Index Shs Fds em qual mix