Spdr Series Trust cmn shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Spdr Series Trust cmn
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Quarterly reported holdings in Spdr Series Trust cmn by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 10k | 24.87 |
| 2025-06-30 | $249k | 10k | 24.78 |
| 2025-03-31 | $254k | 10k | 25.22 |
| 2024-12-31 | $257k | 10k | 25.58 |
| 2024-09-30 | $264k | 10k | 26.27 |
| 2024-06-30 | $256k | 10k | 25.44 |
| 2024-03-31 | $258k | 10k | 25.69 |
| 2023-12-31 | $254k | 10k | 25.30 |
| 2023-09-30 | $239k | 10k | 23.82 |
| 2023-06-30 | $258k | 10k | 25.01 |
| 2023-03-31 | $256k | 10k | 25.04 |
| 2022-12-31 | $250k | 5.1k | 48.97 |
| 2022-09-30 | $245k | 5.1k | 47.95 |
| 2022-06-30 | $263k | 5.1k | 51.47 |
| 2022-03-31 | $282k | 5.1k | 55.19 |
| 2021-12-31 | $307k | 5.1k | 60.08 |
| 2021-09-30 | $306k | 5.1k | 59.88 |
| 2021-06-30 | $311k | 5.1k | 60.86 |
| 2021-03-31 | $303k | 5.1k | 59.30 |
| 2020-12-31 | $301k | 5.1k | 58.90 |
| 2020-09-30 | $291k | 5.1k | 56.95 |
| 2020-06-30 | $287k | 5.1k | 56.16 |
| 2020-03-31 | $280k | 5.1k | 54.79 |
| 2019-12-31 | $301k | 5.1k | 58.90 |
| 2019-09-30 | $303k | 5.1k | 59.30 |
| 2019-06-30 | $299k | 5.1k | 58.51 |
| 2019-03-31 | $294k | 5.1k | 57.53 |
| 2018-12-31 | $298k | 5.3k | 56.12 |
| 2018-09-30 | $306k | 5.5k | 55.54 |
| 2018-06-30 | $318k | 5.6k | 56.43 |
| 2018-03-31 | $314k | 5.6k | 55.72 |
| 2017-12-31 | $314k | 5.6k | 55.72 |
| 2017-09-30 | $327k | 5.7k | 57.02 |
| 2017-06-30 | $326k | 5.7k | 56.84 |
| 2017-03-31 | $325k | 5.7k | 56.67 |
| 2016-12-31 | $321k | 5.7k | 55.97 |