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Spdr Ser Tr cmn shares owned by Trevian Wealth Management

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

Historical chart of Trevian 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 Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 9.4k 30.73

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Trevian Wealth Management

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
New York Life Investment Management
Jpmorgan Chase & Co
Curbstone Financial Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisory Alpha
Fundamentun

View all funds holding Spdr Ser Tr cmn