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Spdr Series Trust cmn shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 7.3k 29.63

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View all positions for Summit Financial

Top funds holding Spdr Series Trust cmn

Ameriprise Financial
LPL Financial
Exchange Traded Concepts
D. J. St. Germain
CX Institutional
Bank of New York Mellon
AE Wealth Management
Nepc
Procyon Private Wealth Partners
Assetmark
Advisor Group Holdings
Gerber Kawasaki Wealth & Investment Management
Congress Wealth Management LLC / DE /
Adviser Investments
Morgan Stanley

View all funds holding Spdr Series Trust cmn