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Spdr Series Trust shares owned by Disciplined Investors

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Disciplined Investors from 13F filings

Historical chart of Disciplined Investors investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust held by Disciplined Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust by Disciplined Investors

Quarter filed Position value Share count Share price at filing
2026-06-30 $423k 2.5k 171.81

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Dimensional Etf Trust Us Small Cap Etf (DFSV)
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Huntington Bancshares Incorporated (HBAN)

View all positions for Disciplined Investors

Top funds holding Spdr Series Trust

CWM
Morgan Stanley
Kingsview Wealth Management
LPL Financial
McGuire Investment Group
Wells Fargo & Company
Raymond James Financial
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Fifth Third Securities
Belvedere Trading
Goldman Sachs Group
Royal Bank of Canada
Performa

View all funds holding Spdr Series Trust