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Spdr Ser Tr cmn shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr cmn by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $653k 5.8k 112.04
2023-12-31 $653k 5.8k 112.53

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Spdr Ser Tr S&p Ins Etf (KIE)
FedEx Corporation (FDX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr U.s. Bas Mtl Etf (IYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Navis Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Congress Wealth Management LLC / DE /
McNaughton Wealth Management
DORVAL Corp
Kestra Advisory Services
LPL Financial
Commonwealth Equity Services
Envestnet Asset Management
IAG Wealth Partners
Johnson & White Wealth Management
Bank of America Corporation
Ameriprise Financial
NovaPoint Capital
Morgan Stanley
UBS Group
Pnc Financial Services

View all funds holding Spdr Ser Tr cmn