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Spdr Series Trust barcly cap etf shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Spdr Series Trust barcly cap etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust barcly cap etf held by Advyzon Investment Management 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 70k 23.12
2025-06-30 $1.2M 52k 22.57
2025-03-31 $1.2M 51k 22.57
2024-12-31 $1.2M 55k 22.23

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Spdr Series Trust barcly cap etf

RMG Wealth Management
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Morgan Stanley
Thrivent Financial for Lutherans
State Street Corporation
Strategic Advocates
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Envestnet Asset Management
Goldstone Financial Group
Wells Fargo & Company
Royal Bank of Canada
Jane Street
PFG Advisors

View all funds holding Spdr Series Trust barcly cap etf