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D Spdr Series Trust shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of D Spdr Series Trust (XHE) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in D Spdr Series Trust

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All positions including D Spdr Series Trust held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Series Trust by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 150 78.86
2025-06-30 $12k 150 81.29
2025-03-31 $12k 150 82.25
2024-12-31 $13k 150 88.57

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View all positions for Comprehensive Financial Planning

Top funds holding D Spdr Series Trust

Morgan Stanley
UBS Group
LPL Financial
Envestnet Asset Management
Meitav Dash Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Branch Banking & Trust Company
Susquehanna International
HighTower Advisors
Pacific Sun Financial Corp
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Raymond James Financial
NTV Asset Management

View all funds holding D Spdr Series Trust