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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
2024-09-30 $949k 36k 26.27
2024-06-30 $1.1M 42k 25.44
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)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Spdr Series Trust cmn

Goldman Sachs Group
Sei Investments
Wells Fargo & Company
Raymond James & Associates
Bank of America Corporation
Honkamp Krueger Financial Services
LPL Financial
Grimes & Company
Envestnet Asset Management
Morgan Stanley
HighTower Advisors
United Capital Financial Advisers
Wright Fund Managment
Revolve Wealth Partners
Sontag Advisory

View all funds holding Spdr Series Trust cmn