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Spdr Series Trust cmn shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Spdr Series Trust cmn

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All positions including Spdr Series Trust cmn held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 58k 30.03
2024-06-30 $1.5M 52k 28.70
2024-03-31 $791k 27k 29.11

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View all positions for Pensionmark Financial Group

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