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Ssga Active Tr shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Ssga Active Tr (HYBL) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Ssga Active Tr

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Tr held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Tr by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $379k 14k 27.95

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Shared Vision Wealth Group

Top funds holding Ssga Active Tr

ZEGA Investments
Raymond James Financial
Concord Wealth Partners
Concord Asset Management
Morgan Stanley
LPL Financial
UBS Group
Bank of America Corporation
Wells Fargo & Company
Rathbones Brothers
Decker Wealth Management
Advance Capital Management
Luken Investment Analytics
OneAscent Financial Services
Equitable Holdings

View all funds holding Ssga Active Tr