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Spdr Series Trust barcly cap etf shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $204k 9.1k 22.47

More positions owned by Wellington Wealth Strategies

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Ultra Short-term (ICSH)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Short (SPSB)
Oracle Corporation (ORCL)
Adobe Systems Incorporated (ADBE)
AutoZone (AZO)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

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