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Spdr Ser Tr cmn shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 1.5k 157.36
2023-09-30 $229k 2.3k 98.90
2023-06-30 $239k 2.3k 103.29
2023-03-31 $243k 2.3k 105.13
2022-12-31 $234k 2.2k 107.65

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Top funds holding Spdr Ser Tr cmn

Howard Capital Management
DORVAL Corp
Cambridge Investment Research Advisors
Advisor Group Holdings
McKinney Capital Management
LPL Financial
AQR Capital Management
Roan Capital Partners
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
McNaughton Wealth Management
Commonwealth Equity Services
Johnson & White Wealth Management
Bank of America Corporation

View all funds holding Spdr Ser Tr cmn