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Spdr Ser Tr fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Spdr Ser Tr fund (MMTM) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Spdr Ser Tr fund

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All positions including Spdr Ser Tr fund held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 994 285.73
2025-06-30 $265k 993 266.69
2025-03-31 $232k 963 241.02
2024-12-31 $203k 780 260.47
2022-03-31 $1.0k 121k 0.01

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Spdr Ser Tr fund

LPL Financial
Baltimore-Washington Financial Advisors
Steward Partners Investment Advisory
Morgan Stanley
Professional Financial Advisors
Mariner Wealth Advisors
Goldman Sachs Group
Wealth Enhancement Advisory Services
Western Wealth Management
Citadel Advisors
Royal Bank of Canada
Raymond James Financial
Gateway Wealth Partners
IFP Advisors
Kestra Advisory Services

View all funds holding Spdr Ser Tr fund