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Spdr Series Trust shares owned by Financial Life Planners

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Financial Life Planners from 13F filings

Historical chart of Financial Life Planners investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 125 198.14

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Robinhood Mkts Com Cl A (HOOD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Axon Enterprise (AXON)
Vanguard World Mega Grwth Ind (MGK)
Ark Etf Tr Fintech Innova (ARKF)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Financial Life Planners

Top funds holding Spdr Series Trust

Morgan Stanley
LPL Financial
McGuire Investment Group
Wells Fargo & Company
UBS Group
Raymond James Financial
BlackRock
Two Sigma Investments
Ameriprise Financial
Thrivent Financial for Lutherans
Essex
Fil
Ieq Capital
Mml Investors Services
CI Private Wealth

View all funds holding Spdr Series Trust