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Spdr Ser Tr ssga gnder etf shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr ssga gnder etf (SHE) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Spdr Ser Tr ssga gnder etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr ssga gnder etf held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr ssga gnder etf by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 160 127.81
2025-12-31 $21k 160 132.08
2025-09-30 $10k 80 127.46
2025-06-30 $10k 80 125.08
2025-03-31 $9.1k 80 114.11
2024-12-31 $9.3k 80 115.80

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View all positions for Medallion Wealth Advisors

Top funds holding Spdr Ser Tr ssga gnder etf

Rock Creek Group
First Affirmative Financial Network
Morgan Stanley
LPL Financial
Bank of America Corporation
Albion Financial Group
Betterment
Geneos Wealth Management
Cetera Investment Advisers
National Philanthropic Trust
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Spdr Ser Tr ssga gnder etf