Monticello Wealth Management »

Spdr Ser Tr cmn shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr cmn by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $334k 11k 30.59
2023-09-30 $2.7M 89k 30.72
2023-06-30 $1.0M 33k 30.69
2023-03-31 $707k 23k 30.42
2022-12-31 $639k 21k 30.39
2022-09-30 $515k 17k 30.27
2022-06-30 $400k 13k 30.10
2022-03-31 $2.1M 68k 30.50
2021-12-31 $3.3M 107k 30.59
2021-09-30 $1.3M 42k 30.68
2021-06-30 $344k 11k 30.68
2021-03-31 $849k 28k 30.63
2020-12-31 $2.3M 77k 30.59