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Spdr Series Trust cmn shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $548k 18k 30.03
2024-06-30 $443k 15k 28.70
2024-03-31 $376k 13k 29.11
2023-12-31 $417k 14k 29.41
2023-09-30 $300k 11k 27.58
2023-06-30 $303k 11k 28.46

More positions owned by National Wealth Management Group

T Rowe Price Etf Price Blue Chip (TCHP)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Meta Platforms Cl A (META)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for National Wealth Management Group

Top funds holding Spdr Series Trust cmn

Adviser Investments
LPL Financial
D. J. St. Germain
Nepc
Bank of America Corporation
AE Wealth Management
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
Assetmark
Gerber Kawasaki Wealth & Investment Management
Prestige Wealth Management Group
Private Advisor
Advisor Group Holdings
Flaharty Asset Management

View all funds holding Spdr Series Trust cmn