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Spdr Series Trust barcly cap etf shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial 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 WealthPoint Financial 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 WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $290k 13k 22.40
2026-03-31 $308k 14k 22.22

More positions owned by WealthPoint Financial

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Grwt Etf (IVW)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)

View all positions for WealthPoint Financial

Top funds holding Spdr Series Trust barcly cap etf

State Street Corporation
Envestnet Asset Management
LPL Financial
Rockland Trust
NYL Investors
Bank of America Corporation
Morgan Stanley
Clark Capital Management Group
Susquehanna International
Envestnet Portfolio Solutions
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Principal Securities
Goldman Sachs Group
Gotham Asset Management

View all funds holding Spdr Series Trust barcly cap etf