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Spdr Series Trust cmn shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 45k 26.27
2024-06-30 $1.1M 42k 25.44
2024-03-31 $1.0M 40k 25.69
2023-12-31 $858k 34k 25.30

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage 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