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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

Tip: Access up to 7 years of quarterly data

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

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

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