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Spdr Series Trust cmn shares owned by HB Wealth Management

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 41k 24.93
2025-03-31 $1.0M 42k 25.22
2024-12-31 $1.1M 42k 25.58
2024-09-30 $1.2M 44k 26.27

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Spdr Series Trust cmn

Sei Investments
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
FMR
LPL Financial
CliftonLarsonAllen Wealth Advisors
Grimes & Company
Ameriprise Financial
Honkamp Krueger Financial Services
Envestnet Asset Management
HighTower Advisors
Mercer Global Advisors
Cercano Management
Revolve Wealth Partners

View all funds holding Spdr Series Trust cmn