Iams Wealth Management »

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

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

Historical chart of Iams 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 Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust barcly cap etf by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $407k 18k 22.57
2025-03-31 $318k 14k 22.57

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Spdr Series Trust barcly cap etf

RMG Wealth Management
LPL Financial
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