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Spdr Series Trust barcly cap etf shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth 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 Axxcess Wealth 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $514k 23k 22.40
2025-06-30 $1.1M 50k 22.57
2025-03-31 $1.1M 47k 22.57
2022-03-31 $626k 23k 27.79
2021-12-31 $758k 24k 31.47

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

View all positions for Axxcess Wealth Management

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
Principal Securities
Northwestern Mutual Wealth Management Company
Gotham Asset Management
Envestnet Portfolio Solutions
Clark Capital Management Group

View all funds holding Spdr Series Trust barcly cap etf