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Spdr Series Trust barcly cap etf shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Spdr Series Trust barcly cap etf

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All positions including Spdr Series Trust barcly cap etf held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust barcly cap etf by Action Point Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$45k	2.0k	22.39

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Spdr Series Trust St Str P500etf (SPYM)

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American Centy Etf Tr Intl Eqt Etf (AVDE)

Dimensional Etf Trust Us Small Cap Etf (DFSV)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Pimco Etf Tr Multisector Bd (PYLD)

Schwab Strategic Tr Us Dividend Eq (SCHD)

American Centy Etf Tr Avantis Emgmkt (AVEM)

American Centy Etf Tr Us Eqt Etf (AVUS)

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

Dimensional Etf Trust Us High Prof Etf (DUHP)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Spdr Series Trust barcly cap etf

State Street Corporation

Envestnet Asset Management

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Bank of America Corporation

Morgan Stanley

Clark Capital Management Group

Susquehanna International

Envestnet Portfolio Solutions

Cetera Investment Advisers

Northwestern Mutual Wealth Management Company

Principal Securities

Goldman Sachs Group

Gotham Asset Management

View all funds holding Spdr Series Trust barcly cap etf

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