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Spdr Series Trust cmn shares owned by Oakwell Private Wealth Management

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

Historical chart of Oakwell Private 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 Oakwell Private 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 Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 87k 25.69
2023-12-31 $2.1M 82k 25.30
2023-09-30 $1.9M 80k 23.82

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oakwell Private Wealth Management

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