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Spdr Series Trust barcly cap etf shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 14k 22.22
2025-06-30 $513k 23k 22.57
2025-03-31 $439k 20k 22.57
2022-03-31 $1.0M 36k 27.79
2021-12-31 $1.9M 63k 30.34

More positions owned by Ascent Group

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Emng Mkts Eqt (EMGF)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Ascent Group

Top funds holding Spdr Series Trust barcly cap etf

State Street Corporation
LPL Financial
Envestnet Asset Management
Sona Asset Management
Rockland Trust
Bramshill Investments
NYL Investors
Thrivent Financial for Lutherans
Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
Gotham Asset Management
Envestnet Portfolio Solutions
Clark Capital Management Group
Goldstone Financial Group

View all funds holding Spdr Series Trust barcly cap etf