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Unified Ser Tr shares owned by SPC Financial

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by SPC Financial from 13F filings

Historical chart of SPC Financial investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by SPC Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by SPC Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 28k 39.48
2025-03-31 $820k 21k 38.60
2024-12-31 $671k 16k 41.58

More positions owned by SPC Financial

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Expanded Tech (IGV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SPC Financial

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
Oakmont Partners
First City Capital Management
Weaver Consulting Group
Rockefeller Capital Management
Stifel Financial
Hedeker Wealth Management
Raymond James Financial
HighTower Advisors
Warren Averett Asset Management
Envestnet Asset Management
TNB Financial
Tactive Advisors
Employees' Retirement Fund of the City of Fort Worth

View all funds holding Unified Ser Tr