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Series Portfolios Tr shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 126k 29.33

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Gladstone Institutional Advisory

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Rockefeller Capital Management
Enzi Wealth
Envestnet Asset Management
Bramshill Investments
Harwood Advisory
Axxcess Wealth Management
Stifel Financial
Gladstone Institutional Advisory
Goss Wealth Management
Chapin Davis
Magnus Financial Group
Commonwealth Equity Services
Oppenheimer & Co

View all funds holding Series Portfolios Tr