Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Enhancement Advisory Services »

Spdr Series Trust barcly cap etf shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Spdr Series Trust barcly cap etf by Wealth Enhancement Advisory Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$780k	34k	23.08
2025-06-30	$620k	28k	22.45
2025-03-31	$657k	29k	22.57
2024-12-31	$719k	32k	22.23

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Core Us Aggbd Et (AGG)

Microsoft Corporation (MSFT)

Alps Etf Tr Smith Core Plus (SMTH)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Msci Intl Moment (IMTM)

Amazon (AMZN)

J P Morgan Exchange Traded F Us Momentum (JMOM)

Schwab Strategic Tr Fundamental Intl (FNDF)

Victory Portfolios Ii Usaa Msci Usa Sm (USVM)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Ishares Tr Msci Usa Min Vol (USMV)

Ishares Tr Us Treas Bd Etf (GOVT)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Spdr Series Trust barcly cap etf

RMG Wealth Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z