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Spdr Series Trust barcly cap etf shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $431k 19k 22.57
2025-03-31 $489k 22k 22.57
2024-12-31 $2.5M 114k 22.23
2024-03-31 $2.6M 111k 23.24
2023-06-30 $402k 17k 23.26

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Spdr Series Trust barcly cap etf

RMG Wealth Management
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Rockland Trust
NYL Investors
Morgan Stanley
Thrivent Financial for Lutherans
State Street Corporation
Strategic Advocates
Northwestern Mutual Wealth Management Company
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