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Spdr Series Trust barcly cap etf shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $428k 19k 22.22
2025-06-30 $480k 21k 22.57
2025-03-31 $455k 20k 22.57

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Advanced Micro Devices (AMD)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Spdr Series Trust barcly cap etf

State Street Corporation
LPL Financial
Rockland Trust
NYL Investors
Thrivent Financial for Lutherans
Envestnet Asset Management
Strategic Advocates
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Bramshill Investments
Wells Fargo & Company
Gotham Asset Management
PFG Advisors
Envestnet Portfolio Solutions
Arrien Investments

View all funds holding Spdr Series Trust barcly cap etf