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
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All positions including Spdr Series Trust cmn held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr Series Trust cmn by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 54k | 24.93 |
| 2025-06-30 | $1.2M | 50k | 24.78 |
| 2025-03-31 | $1.2M | 50k | 25.22 |
| 2024-12-31 | $1.2M | 46k | 25.58 |
| 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 |
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