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Spdr Series Trust cmn shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Spdr Series Trust cmn

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All positions including Spdr Series Trust cmn held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 9.8k 30.03
2024-03-31 $1.0M 35k 29.11
2023-06-30 $3.3M 115k 28.87

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding Spdr Series Trust cmn

Adviser Investments
LPL Financial
D. J. St. Germain
Nepc
Bank of America Corporation
AE Wealth Management
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
Assetmark
Gerber Kawasaki Wealth & Investment Management
Prestige Wealth Management Group
Private Advisor
Advisor Group Holdings
Flaharty Asset Management

View all funds holding Spdr Series Trust cmn