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D Spdr Series Trust shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of D Spdr Series Trust (XTL) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in D Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Series Trust held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Series Trust by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $408k 1.8k 227.42

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Invesco S&p MF Closed and MF Open (RSP)
Ishares Msci MF Closed and MF Open (GARP)
Vanguard Mid MF Closed and MF Open (VO)
Invesco S&p MF Closed and MF Open (RWK)
Swan Hedged MF Closed and MF Open (HEGD)
Tortoise North MF Closed and MF Open (TPYP)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares 7-10yr MF Closed and MF Open (IEF)
Neos Russell MF Closed and MF Open (IWMI)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding D Spdr Series Trust

CWM
LPL Financial
Morgan Stanley
Parkway Wealth Management Group
Bank of America Corporation
MinichMacGregor Wealth Management
RWM Asset Management
Goldman Sachs Group
Susquehanna International
Raymond James Financial
Cambridge Investment Research Advisors
Citadel Advisors
Steward Partners Investment Advisory
Royal Bank of Canada
Cetera Investment Advisers

View all funds holding D Spdr Series Trust