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Spdr Ser Tr cmn shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 1.9k 124.21
2022-09-30 $299k 3.0k 98.68
2022-06-30 $317k 3.0k 104.62
2022-03-31 $346k 3.0k 114.19
2021-06-30 $212k 1.9k 112.59
2021-03-31 $224k 2.0k 111.55

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Western Wealth Management

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