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Spdr Series Trust barcly cap etf shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 9.6k 22.22
2025-06-30 $371k 16k 22.57
2025-03-31 $332k 15k 22.57
2022-03-31 $942k 34k 27.72
2021-12-31 $1.2M 38k 31.40
2021-09-30 $1.1M 35k 31.40
2021-06-30 $1.4M 43k 31.75
2021-03-31 $1.1M 36k 30.14
2020-12-31 $808k 24k 33.19