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Spdr Ser Tr shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (SPTB) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $620k 21k 30.26

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Mortgage Backed (SMBS)
Dimensional Etf Trust Dimensional Inte (DFGX)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Spdr Index Shs Fds State Street Spd (SPEM)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Spdr Series Trust State Street Spd (SPYM)
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)

View all positions for Schwallier Wealth Management

Top funds holding Spdr Ser Tr

GLOBALT Investments LLC / GA
Envestnet Asset Management
Park Avenue Securities
LPL Financial
D. J. St. Germain
Payden & Rygel
Integrated Capital Management
Branch Banking & Trust Company
Nova R Wealth
Kestra Private Wealth Services
Citadel Advisors
Tower Research Capital
Sei Investments
Mml Investors Services
Pinnacle Financial Partners

View all funds holding Spdr Ser Tr