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Spdr Series Trust barcly cap etf shares owned by Richardson Financial Services

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 1.2k 22.55
2024-06-30 $27k 1.2k 22.55
2024-03-31 $22k 951 23.24
2023-12-31 $7.8k 329 23.79

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

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