Custom Portfolio Group »

Spdr Series Trust aerospace def shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Spdr Series Trust aerospace def (XAR) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Spdr Series Trust aerospace def

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust aerospace def held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust aerospace def by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $43k 307 139.98
2024-03-31 $37k 261 140.51
2023-12-31 $35k 261 135.42

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Spdr Series Trust aerospace def

LPL Financial
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
UBS Group
Cumberland Advisors
Wells Fargo & Company
Howard Capital Management Group
DME Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Pnc Financial Services
Gerber Kawasaki Wealth & Investment Management
Goldman Sachs Group
Colony

View all funds holding Spdr Series Trust aerospace def