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Spdr Series Trust aerospace def shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 45k 140.51
2023-12-31 $6.6M 49k 135.42
2018-12-31 $28k 325 86.15
2018-09-30 $32k 325 98.46
2018-06-30 $31k 358 86.59
2018-03-31 $31k 358 86.59

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Ishares Tr Core Div Grwth (DGRO)
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Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Strategic Wealth Partners

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