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Spdr Series Trust cmn shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 11k 24.93
2025-06-30 $210k 8.5k 24.78

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Sax Wealth Advisors

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