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Ssga Active Tr shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Ssga Active Tr (MYCH) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Ssga Active Tr

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Tr held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Tr by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.5M 340k 25.09
2025-09-30 $8.4M 336k 25.14
2025-06-30 $8.2M 329k 25.05
2025-03-31 $8.1M 326k 24.87

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Ssga Active Tr

Heartwood Wealth Advisors
Equitable Holdings
LPL Financial
L2 Asset Management
Masso Torrence Wealth Management
Farther Finance Advisors
Gradient Investments
Sanctuary Advisors
Jane Street
Woodmont Investment Counsel
Hobbs Group Advisors
Citadel Advisors
Private Advisor
Global Financial Private Client
Fourth Dimension Wealth

View all funds holding Ssga Active Tr