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Spdr Series Trust cmn shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies 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 Strategies 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 9.0k 25.69
2023-12-31 $260k 10k 25.30
2023-09-30 $254k 11k 23.82
2023-06-30 $288k 12k 25.01
2023-03-31 $368k 15k 25.04
2022-12-31 $482k 9.8k 48.97
2022-06-30 $284k 5.5k 51.38

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Spdr Series Trust cmn

Goldman Sachs Group
Sei Investments
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
HighTower Advisors

View all funds holding Spdr Series Trust cmn