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Spdr Series Trust barcly cap etf shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 12k 23.12

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

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