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Spdr Series Trust aerospace def shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Spdr Series Trust aerospace def (XAR) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Spdr Series Trust aerospace def

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All positions including Spdr Series Trust aerospace def held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust aerospace def by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 1.4k 157.34
2021-06-30 $200k 1.5k 132.01

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

Top funds holding Spdr Series Trust aerospace def

LPL Financial
Bank of America Corporation
Morgan Stanley
Howard Capital Management Group
Cumberland Advisors
Wells Fargo & Company
Pnc Financial Services
Royal Bank of Canada
Commonwealth Equity Services
DME Capital Management
Advisor Group Holdings
Gerber Kawasaki Wealth & Investment Management
Goldman Sachs Group
Raymond James & Associates
Cetera Investment Advisers

View all funds holding Spdr Series Trust aerospace def