Larry Mathis Financial Planning »

D Spdr Series Trust shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of D Spdr Series Trust (XTL) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in D Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D Spdr Series Trust by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 1.1k 188.06

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Trust Ishare 0-1 (SHV)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Larry Mathis Financial Planning

Top funds holding D Spdr Series Trust

CWM
MinichMacGregor Wealth Management
UBS Group
SFI Advisors
LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
Raymond James Financial
Steward Partners Investment Advisory
Goldman Sachs Group
Hsbc Holdings
Commonwealth Equity Services
Quartz Partners
Stifel Financial
Susquehanna International

View all funds holding D Spdr Series Trust