Pensionmark Financial Group »

Spdr Series Trust barcly cap etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 12k 22.22

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Spdr Series Trust barcly cap etf

LPL Financial
Envestnet Asset Management
State Street Corporation
Sona Asset Management
Rockland Trust
Bramshill Investments
NYL Investors
Thrivent Financial for Lutherans
Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
Gotham Asset Management
Envestnet Portfolio Solutions
Goldstone Financial Group
Wells Fargo & Company

View all funds holding Spdr Series Trust barcly cap etf