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Spdr Ser Tr cmn shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 75k 30.85
2024-03-31 $2.2M 73k 30.83
2023-12-31 $1.2M 40k 30.59

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding Spdr Ser Tr cmn

Ameriprise Financial
Wealthfront Advisers
Wells Fargo & Company
LPL Financial
Tiaa Trust, National Association
Renaissance Technologies
Bank of America Corporation
Envestnet Asset Management
New York Life Investment Management
Keybank National Association
State Street Corporation
Curbstone Financial Management
Facet Wealth
ValMark Advisers
Fundamentun

View all funds holding Spdr Ser Tr cmn