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Spdr Ser Tr cmn shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $478k 3.6k 131.13
2025-06-30 $562k 4.5k 125.11

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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
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Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Spdr Ser Tr cmn

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

View all funds holding Spdr Ser Tr cmn