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Spdr Series Trust barcly cap etf shares owned by KKM Financial

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

Historical chart of KKM Financial investment in Spdr Series Trust barcly cap etf

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All positions including Spdr Series Trust barcly cap etf held by KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $740k 32k 23.12
2025-06-30 $842k 37k 22.60
2025-03-31 $794k 36k 21.81
2024-12-31 $813k 36k 22.39
2024-03-31 $781k 34k 23.24

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Intel Corporation (INTC)
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Johnson & Johnson (JNJ)
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Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Expanded Tech (IGV)

View all positions for KKM Financial

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