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Spdr Series Trust cmn shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $840k 33k 25.69
2023-12-31 $887k 35k 25.30
2023-06-30 $218k 8.7k 25.01

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr National Mun Etf (MUB)
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Top funds holding Spdr Series Trust cmn

Goldman Sachs Group
Bank of America Corporation
Raymond James & Associates
Wells Fargo & Company
Manning & Napier Group
Exchange Traded Concepts
Honkamp Krueger Financial Services
Grimes & Company
United Capital Financial Advisers
Revolve Wealth Partners
UBS Group
Wright Fund Managment
Private Ocean
Raymond James Financial Services Advisors
Washington Trust Bank

View all funds holding Spdr Series Trust cmn