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Spdr Series Trust shares owned by Performa

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

Historical chart of Performa investment in Spdr Series Trust

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

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Quarterly reported holdings in Spdr Series Trust by Performa

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 27k 142.29

More positions owned by Performa

Vanguard Index Funds - Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Funds - Vanguard Mid-cap Etf Etf (VO)
Dbx Etf Trust - Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)
State Street Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard International Equity Index Funds - Vanguard Ftse All-world Ex-us Etf Etf (VEU)
Vanguard Index Funds - Vanguard Small-cap Value Etf Etf (VBR)
Ishares Trust - Ishares Russell Mid-cap Etf Etf (IWR)
Invesco Exchange-traded Fund Trust - Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Index Funds - Vanguard Small-cap Growth Etf Etf (VBK)
Ishares Trust - Ishares Core S&p Small-cap Etf Etf (IJR)
Invesco Exchange-traded Fund Trust - Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Trust - Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Series Trust - State Street Spdr S&p Software & Services Etf Etf (XSW)
Vaneck Etf Trust - Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)
Ishares, Inc. - Ishares Msci Japan Etf Etf (EWJ)

View all positions for Performa

Top funds holding Spdr Series Trust

McGuire Investment Group
Wells Fargo & Company
UBS Group
Thrivent Financial for Lutherans
Raymond James Financial
Fifth Third Securities
Ameriprise Financial
Performa
Ieq Capital
CI Private Wealth
Mml Investors Services
Essex
Stifel Financial
Miracle Mile Advisors
HighTower Advisors

View all funds holding Spdr Series Trust