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Spdr Series Trust cmn shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 45k 25.69

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

Top funds holding Spdr Series Trust cmn

FMR
Sei Investments
Goldman Sachs Group
Raymond James & Associates
Wells Fargo & Company
Manning & Napier Group
Bank of America Corporation
Exchange Traded Concepts
Honkamp Krueger Financial Services
Grimes & Company
LPL Financial
Envestnet Asset Management
Morgan Stanley
United Capital Financial Advisers
Ameriprise Financial

View all funds holding Spdr Series Trust cmn