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Series Portfolios Tr shares owned by Spectrum Asset Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Spectrum Asset Management from 13F filings

Historical chart of Spectrum Asset Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Spectrum Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Spectrum Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 546k 25.51

More positions owned by Spectrum Asset Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)
Ishares Tr Msci Usa Min Vol (USMV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Spectrum Asset Management

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Spectrum Asset Management
Reuter James Wealth Management
Ball & Co Wealth Management
Carmel Capital Partners
Black Swift Group
Copia Wealth Management
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
Brookwood Investment Group
Valeo Financial Advisors
WESPAC Advisors
Old Mission Capital

View all funds holding Series Portfolios Tr