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Spdr Series Trust cmn shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Spdr Series Trust cmn

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All positions including Spdr Series Trust cmn held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $633k 21k 29.63
2025-06-30 $625k 21k 29.22
2025-03-31 $621k 21k 29.03
2024-12-31 $612k 21k 28.64
2024-09-30 $642k 21k 30.03

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

Top funds holding Spdr Series Trust cmn

Ameriprise Financial
LPL Financial
Exchange Traded Concepts
D. J. St. Germain
CX Institutional
Bank of New York Mellon
AE Wealth Management
Nepc
Procyon Private Wealth Partners
Assetmark
Advisor Group Holdings
Gerber Kawasaki Wealth & Investment Management
Congress Wealth Management LLC / DE /
Adviser Investments
Morgan Stanley

View all funds holding Spdr Series Trust cmn