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Spdr Ser Tr cmn shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn 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 cmn by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 250 137.08
2025-12-31 $33k 250 131.12
2025-09-30 $32k 250 129.74
2025-06-30 $32k 250 127.31
2025-03-31 $31k 250 123.11
2024-12-31 $32k 250 127.63

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View all positions for Medallion Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Advisor Group Holdings
DORVAL Corp
Cambridge Investment Research Advisors
Ieq Capital
LPL Financial
AQR Capital Management
Roan Capital Partners
Cetera Investment Advisers
Royal Bank of Canada
UBS Group
Envestnet Asset Management
McNaughton Wealth Management
Commonwealth Equity Services
Johnson & White Wealth Management
IAG Wealth Partners

View all funds holding Spdr Ser Tr cmn