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Spdr Ser Tr cmn shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak 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 Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.6M 183k 30.85
2024-09-30 $224k 7.2k 30.85

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Beacon Capital Management
New York Life Investment Management
Bank of America Corporation
Curbstone Financial Management
Facet Wealth
Keybank National Association
ValMark Advisers
Farther Finance Advisors
Fundamentun

View all funds holding Spdr Ser Tr cmn