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Spdr Series Trust barcly cap etf shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors 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 Outlook Wealth 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $487k 22k 22.57
2025-03-31 $455k 20k 22.57

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View all positions for Outlook Wealth Advisors

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