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Spdr Series Trust cmn shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust cmn by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 356k 24.93
2025-06-30 $10M 407k 24.78
2025-03-31 $9.4M 372k 25.22
2024-12-31 $11M 444k 25.58
2024-09-30 $24M 900k 26.27

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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