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Spdr Ser Tr cmn shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $335k 3.4k 98.89
2023-06-30 $1.2M 12k 103.29
2023-03-31 $1.1M 11k 97.64
2022-12-31 $658k 5.9k 110.83

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding Spdr Ser Tr cmn

Congress Wealth Management LLC / DE /
McNaughton Wealth Management
DORVAL Corp
Kestra Advisory Services
Commonwealth Equity Services
Goldman Sachs Group
IAG Wealth Partners
Johnson & White Wealth Management
Bank of America Corporation
NovaPoint Capital
Pnc Financial Services
H D Vest Advisory Services
UBS Group
Marshall Financial Group
Insight Advisors, LLC/ PA

View all funds holding Spdr Ser Tr cmn