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D Spdr Series Trust shares owned by Modern Wealth Management

Quarter-by-quarter ownership of D Spdr Series Trust (XHE) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in D Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Series Trust held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Series Trust by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $402k 5.1k 78.76
2025-06-30 $1.6M 19k 81.21
2025-03-31 $1.3M 16k 82.20
2024-12-31 $1.4M 16k 88.51

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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