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Spdr Ser Tr ssga gnder etf shares owned by Pearl Planning

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

Historical chart of Pearl Planning 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 Pearl Planning 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 Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 1.5k 154.44

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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
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Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Pearl Planning

Top funds holding Spdr Ser Tr ssga gnder etf

Ellevest
Rock Creek Group
First Affirmative Financial Network
Morgan Stanley
LPL Financial
Albion Financial Group
Betterment
Bank of America Corporation
Jpmorgan Chase & Co
Geneos Wealth Management
Cetera Investment Advisers
National Philanthropic Trust
UBS Group
Susquehanna International
Royal Bank of Canada

View all funds holding Spdr Ser Tr ssga gnder etf