Wellspring Financial Advisors »

Spdr Series Trust cmn shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust cmn by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $265k 11k 25.04
2022-12-31 $259k 5.3k 48.97

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

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

View all funds holding Spdr Series Trust cmn