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Spdr Series Trust cmn shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $500k 20k 25.09
2025-06-30 $430k 18k 24.24
2025-03-31 $458k 19k 24.67

More positions owned by Planwiser Financial

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli High Yld (SPHY)

View all positions for Planwiser Financial

Top funds holding Spdr Series Trust cmn

Sei Investments
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
FMR
LPL Financial
Morgan Stanley
Grimes & Company
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Honkamp Krueger Financial Services
Envestnet Asset Management
HighTower Advisors
Mercer Global Advisors
Cercano Management

View all funds holding Spdr Series Trust cmn