Levy Wealth Management Group »

Spdr Series Trust cmn shares owned by Levy Wealth Management Group

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

Historical chart of Levy Wealth Management Group investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust cmn by Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $673k 27k 25.44
2024-03-31 $669k 27k 25.30
2023-12-31 $669k 27k 25.30
2023-09-30 $645k 27k 23.82
2023-06-30 $709k 28k 25.01

More positions owned by Levy Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Levy Wealth Management Group

Top funds holding Spdr Series Trust cmn

FMR
Sei Investments
Wells Fargo & Company
Goldman Sachs Group
Raymond James & Associates
Bank of America Corporation
Grimes & Company
LPL Financial
Envestnet Asset Management
Honkamp Krueger Financial Services
Wright Fund Managment
HighTower Advisors
United Capital Financial Advisers
Revolve Wealth Partners
Ameriprise Financial

View all funds holding Spdr Series Trust cmn