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Series Portfolios Tr shares owned by Spurstone Advisory Services

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Spurstone Advisory Services from 13F filings

Historical chart of Spurstone Advisory Services investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Spurstone Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $332 13 25.54
2025-06-30 $332 13 25.54
2025-03-31 $330 13 25.46

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
HCA Healthcare Common / Ordinary Stock (HCA)
SSgA Funds Management Exchange Traded Fund (SPY)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Chevron Corp Common / Ordinary Stock (CVX)
Utd Parcel Serv Common / Ordinary Stock (UPS)
Palo Alto Networks Common / Ordinary Stock (PANW)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
Fortinet Common / Ordinary Stock (FTNT)
Pfizer Common / Ordinary Stock (PFE)
Johnson & Johnson Common / Ordinary Stock (JNJ)
Travelers Common / Ordinary Stock (TRV)
Salesforce Common / Ordinary Stock (CRM)
Phillips 66 Common / Ordinary Stock (PSX)

View all positions for Spurstone Advisory Services

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
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
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr