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Spdr Ser Tr ssga gnder etf shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Spdr Ser Tr ssga gnder etf (SHE) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Spdr Ser Tr ssga gnder etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr ssga gnder etf held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr ssga gnder etf by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 872 113.62
2024-06-30 $95k 871 108.74
2024-03-31 $85k 800 105.86
2023-12-31 $76k 799 94.98

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding Spdr Ser Tr ssga gnder etf

Rock Creek Group
LPL Financial
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
William Blair $ Company
Cetera Investment Advisers
Albion Financial Group
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
Wells Fargo & Company
Bryn Mawr Trust
Gradient Investments
Commonwealth Equity Services

View all funds holding Spdr Ser Tr ssga gnder etf