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Spdr Series Trust cmn shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $227k 9.5k 23.82
2023-06-30 $1.3M 51k 25.01
2023-03-31 $1.1M 42k 25.04
2022-12-31 $1.1M 22k 48.97

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Msci Emrg Chn (EMXC)

View all positions for ShoreHaven Wealth Partners

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
Private Ocean
Raymond James Financial Services Advisors
Wright Fund Managment
Washington Trust Bank

View all funds holding Spdr Series Trust cmn