Pathfinder Wealth Consulting »

Spdr Ser Tr cmn shares owned by Pathfinder Wealth Consulting

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

Historical chart of Pathfinder Wealth Consulting investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $945k 6.9k 137.08

More positions owned by Pathfinder Wealth Consulting

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Amazon (AMZN)
Ishares Tr Core S&p Us Vlu (IUSV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Live Oak Bancshares (LOB)

View all positions for Pathfinder Wealth Consulting

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
UBS Group
Envestnet Asset Management
McNaughton Wealth Management
Commonwealth Equity Services
Johnson & White Wealth Management
IAG Wealth Partners
Capital Developers

View all funds holding Spdr Ser Tr cmn