Goss Wealth Management »

Spdr Ser Tr cmn shares owned by Goss Wealth Management

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $704k 5.4k 129.74
2025-06-30 $721k 5.8k 125.11
2025-03-31 $610k 5.0k 122.87
2024-12-31 $460k 3.6k 127.62

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Spdr Ser Tr cmn

Advisor Group Holdings
Congress Wealth Management LLC / DE /
DORVAL Corp
Cambridge Investment Research Advisors
Ieq Capital
LPL Financial
AQR Capital Management
McNaughton Wealth Management
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
UBS Group
Johnson & White Wealth Management
IAG Wealth Partners
H D Vest Advisory Services

View all funds holding Spdr Ser Tr cmn