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Home > Institutional Investor > Spectrum Advisors, Inc. > 13F Holdings

Instuitional Investor - Spectrum Advisors, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 347,425 $26,591,910 21%
2.
Global X Fds
 128,506 $12,896,862 10.19%
3.
Dimensional Etf Trust
 DFAC 294,832 $11,486,655 9.07%
4.
Pimco Etf Trust
 MINT 90,021 $8,307,138 6.56%
5.
Spdr Series Trust
 KRE 126,598 $7,497,134 5.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.