Heritage Wealth Management »

Ssga Active Etf Tr blkstn gsosrln shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Ssga Active Etf Tr blkstn gsosrln (SRLN) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Ssga Active Etf Tr blkstn gsosrln

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr blkstn gsosrln held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ssga Active Etf Tr blkstn gsosrln by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 28k 41.76
2024-06-30 $1.2M 28k 41.80
2024-03-31 $1.1M 25k 42.11
2023-12-31 $998k 24k 41.93

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Ssga Active Etf Tr blkstn gsosrln

Healthcare Of Ontario Pension Plan Trust Fund
Bank of America Corporation
Morgan Stanley
Arizona PSPRS Trust
State of Tennessee, Treasury Department
State Street Corporation
Goldman Sachs Group
BlackRock
LPL Financial
Symetra Investment Management
Partners Capital Investment Group
International Assets Investment Management
Ensign Peak Advisors
Counterpoint Mutual Funds
Kensington Asset Management

View all funds holding Ssga Active Etf Tr blkstn gsosrln