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Spdr Ser Tr cmn shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $547k 4.2k 129.74
2025-06-30 $527k 4.2k 125.11
2025-03-31 $518k 4.2k 122.87

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

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