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Spdr Series Trust shares owned by Warner Financial

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

Historical chart of Warner Financial investment in Spdr Series Trust

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

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Quarterly reported holdings in Spdr Series Trust by Warner Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $330k 1.9k 171.81

More positions owned by Warner Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Warner Financial

Top funds holding Spdr Series Trust

CWM
Morgan Stanley
Kingsview Wealth Management
LPL Financial
McGuire Investment Group
Bank of America Corporation
UBS Group
Thrivent Financial for Lutherans
Fifth Third Securities
Belvedere Trading
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Performa
Ieq Capital

View all funds holding Spdr Series Trust