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Spdr Ser Tr shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 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 by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $415k 9.0k 46.20
2023-09-30 $458k 11k 41.49
2023-06-30 $553k 13k 43.05
2023-03-31 $533k 14k 39.43
2022-12-31 $789k 22k 36.66
2022-09-30 $813k 24k 34.03
2022-06-30 $439k 12k 36.26

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
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)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Laurel Wealth Planning
Principal Financial Group
Blue Edge Capital
Gradient Investments
One Capital Management
Private Advisor
Financial Services Advisory
CI Private Wealth
Bank of New York Mellon
Armbruster Capital Management
HighTower Advisors
Us Financial Advisors

View all funds holding Spdr Ser Tr