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Spdr Series Trust cmn shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Spdr Series Trust cmn

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All positions including Spdr Series Trust cmn held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 1.2k 28.70
2024-06-30 $35k 1.2k 28.70
2024-03-31 $35k 1.2k 29.10

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

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