Foundations Investment Advisors »

Spdr Series Trust cmn shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by Foundations Investment Advisors 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 Series Trust cmn by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 86k 30.03
2024-06-30 $245k 8.5k 28.70

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding Spdr Series Trust cmn

Adviser Investments
LPL Financial
D. J. St. Germain
Nepc
Bank of America Corporation
AE Wealth Management
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
Assetmark
Gerber Kawasaki Wealth & Investment Management
Prestige Wealth Management Group
Private Advisor
Advisor Group Holdings
Flaharty Asset Management

View all funds holding Spdr Series Trust cmn