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Ssga Active Tr shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Ssga Active Tr (MYCJ) 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
2025-09-30 $8.6M 342k 25.07
2025-06-30 $8.3M 335k 24.89
2025-03-31 $8.2M 334k 24.62

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
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
Exchange Capital Management
L2 Asset Management
Global Financial Private Client
Masso Torrence Wealth Management
Citadel Advisors
Jane Street
Virtu Financial
LPL Financial
Integrity Wealth Solutions
PFG Private Wealth Management
Jpmorgan Chase & Co

View all funds holding Ssga Active Tr