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Spdr Ser Tr sp500 fosl etf shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 30k 38.81
2021-03-31 $691k 7.0k 99.22

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Apple (AAPL)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Betterment
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Pnc Financial Services
Partners Capital Investment Group
Sensible Financial Planning & Management
Pathstone Holdings
Bank of America Corporation
Rockefeller Capital Management
Gemmer Asset Management
Retirement Income Solutions
Spinnaker Trust
Gould Asset Management
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Spdr Ser Tr sp500 fosl etf