Intercontinental Wealth Advisors »

Spdr Series Trust cmn shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth 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 Intercontinental Wealth 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 Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $854k 30k 28.88
2023-03-31 $865k 30k 29.25

More positions owned by Intercontinental Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Ark Etf Tr Innovation Etf (ARKK)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)
Ishares Msci Jpn Etf New (EWJ)
Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth Advisors

Top funds holding Spdr Series Trust cmn

Adviser Investments
Financial Gravity Wealth
D. J. St. Germain
Bank of America Corporation
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
AE Wealth Management
Flaharty Asset Management
Private Advisor
Great Valley Advisor Group
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Arkansas Financial

View all funds holding Spdr Series Trust cmn