Spdr Ser Tr shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Spdr Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Ser Tr by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $290k | 5.5k | 53.10 |
| 2024-06-30 | $341k | 6.7k | 50.64 |
| 2024-03-31 | $341k | 6.7k | 50.64 |
| 2023-12-31 | $312k | 6.8k | 46.20 |
| 2023-09-30 | $351k | 8.1k | 43.05 |
| 2023-06-30 | $351k | 8.1k | 43.05 |
| 2023-03-31 | $308k | 8.4k | 36.66 |
| 2022-12-31 | $308k | 8.4k | 36.66 |
| 2022-09-30 | $248k | 7.3k | 33.99 |