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Spdr Ser Tr cmn shares owned by Navis Wealth Advisors

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

Historical chart of Navis 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 Navis 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $762k 6.0k 127.64
2024-09-30 $735k 5.9k 124.22
2024-06-30 $647k 5.9k 110.01
2024-03-31 $653k 5.8k 112.04
2023-12-31 $653k 5.8k 112.53

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Zscaler Incorporated (ZS)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr S&p Ins Etf (KIE)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
FedEx Corporation (FDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)

View all positions for Navis Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Congress Wealth Management LLC / DE /
McNaughton Wealth Management
DORVAL Corp
Cambridge Investment Research Advisors
LPL Financial
Commonwealth Equity Services
Mariner Wealth Advisors
Envestnet Asset Management
IAG Wealth Partners
Equitable Holdings
Bank of America Corporation
H D Vest Advisory Services
Kestra Advisory Services
Johnson & White Wealth Management
Ameriprise Financial

View all funds holding Spdr Ser Tr cmn