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Spdr Series Trust barcly cap etf shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Spdr Series Trust barcly cap etf

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All positions including Spdr Series Trust barcly cap etf held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $699k 29k 24.16

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding Spdr Series Trust barcly cap etf

International Assets Investment Management
LPL Financial
Rockland Trust
NYL Investors
Morgan Stanley
Thrivent Financial for Lutherans
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Envestnet Asset Management
Strategic Advocates
Goldstone Financial Group
State Street Corporation
Bank of America Corporation
Twelve Points Wealth Management
Capstone Wealth Management Group

View all funds holding Spdr Series Trust barcly cap etf