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Spdr Series Trust cmn shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Spdr Series Trust cmn

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024880k900k920k940k960k36.713k36.7135k36.714k36.7145k36.715k
Value ($)Share countHistorical HYMB position of Heartwood Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Spdr Series Trust cmn held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $965k 37k 26.27
2024-06-30 $934k 37k 25.44
2024-03-31 $943k 37k 25.69
2023-12-31 $929k 37k 25.30
2023-09-30 $875k 37k 23.82