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Spdr Index Shs Fds s&p north amer shares owned by HB Wealth Management

Quarter-by-quarter ownership of Spdr Index Shs Fds s&p north amer (NANR) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Spdr Index Shs Fds s&p north amer

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds s&p north amer held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds s&p north amer by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $275k 5.4k 51.12
2024-09-30 $251k 4.4k 56.64
2023-12-31 $211k 4.1k 51.01
2022-06-30 $272k 5.5k 49.26

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American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Spdr Index Shs Fds s&p north amer

Financial Engines Advisors L.L.C
Assetmark
Capital Wealth Management
LPL Financial
Steward Partners Investment Advisory
Baird Financial
Franklin Resources
Morgan Stanley
XML Financial
Mariner Wealth Advisors
P.J. Schmidt Investment Management
FTB Advisors
CFS Investment Advisory Services
CWM
Advisor Group Holdings

View all funds holding Spdr Index Shs Fds s&p north amer