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Spdr Ser Tr cmn shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 41k 30.86
2025-06-30 $1.2M 40k 30.83
2025-03-31 $1.2M 39k 30.82

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
LPL Financial
Morgan Stanley
Royal Bank of Canada
New York Life Investment Management
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Curbstone Financial Management
Renaissance Technologies
Milestone Asset Management
Keybank National Association
Facet Wealth
Tiaa Trust, National Association

View all funds holding Spdr Ser Tr cmn