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Spdr Ser Tr cmn shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 305k 30.85
2024-06-30 $9.3M 301k 30.85
2024-03-31 $3.5M 115k 30.83

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Tiaa Trust, National Association
Wells Fargo & Company
Morgan Stanley
LPL Financial
Renaissance Technologies
Bank of America Corporation
Envestnet Asset Management
New York Life Investment Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisor Group Holdings
Towercrest Capital Management

View all funds holding Spdr Ser Tr cmn