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Spdr Ser Tr cmn shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr cmn by Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 69k 30.78

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Beacon Capital Management
New York Life Investment Management
Bank of America Corporation
Curbstone Financial Management
Facet Wealth
Keybank National Association
ValMark Advisers
State Street Corporation
Fundamentun

View all funds holding Spdr Ser Tr cmn