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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
2023-12-31 $417k 14k 29.41
2023-09-30 $300k 11k 27.58
2023-06-30 $303k 11k 28.46

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View all positions for National Wealth Management Group

Top funds holding Spdr Series Trust cmn

Adviser Investments
Financial Gravity Wealth
D. J. St. Germain
Bank of America Corporation
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
AE Wealth Management
Flaharty Asset Management
Great Valley Advisor Group
Private Advisor
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Arkansas Financial

View all funds holding Spdr Series Trust cmn