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Spdr Ser Tr cmn shares owned by Sax Wealth Advisors

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 6.6k 30.86
2025-06-30 $234k 7.6k 30.83

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View all positions for Sax Wealth 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