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Spdr Series Trust barcly cap etf shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory 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 Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 54k 23.12
2025-06-30 $5.6M 250k 22.57

More positions owned by Spectrum Wealth Advisory Group

Columbia Research MF Closed and MF Open (RECS)
Jpmorgan Us MF Closed and MF Open (JQUA)
Wisdomtree Emerging MF Closed and MF Open (DGS)
First Trust MF Closed and MF Open (RDVY)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (UCON)
Invesco Nasdaq MF Closed and MF Open (QQQM)
John Hancock MF Closed and MF Open (JHMD)
Apple Common Stock (AAPL)
Ishares S&p MF Closed and MF Open (IUSG)
Spdr Bloomberg MF Closed and MF Open (CWB)
Invesco S&p MF Closed and MF Open (XMHQ)
Jpmorgan MF Closed and MF Open (JPIB)
First Trust MF Closed and MF Open (SDVY)
SPDR S&P MF Closed and MF Open (SPY)

View all positions for Spectrum Wealth Advisory Group

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