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Spdr Series Trust barcly cap etf shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management 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 SHP Wealth Management 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 46k 22.58

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Spdr Series Trust barcly cap etf

State Street Corporation
LPL Financial
Rockland Trust
NYL Investors
Thrivent Financial for Lutherans
Envestnet Asset Management
Strategic Advocates
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Bramshill Investments
Wells Fargo & Company
Royal Bank of Canada
PFG Advisors
Envestnet Portfolio Solutions
Gotham Asset Management

View all funds holding Spdr Series Trust barcly cap etf