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Spdr Ser Tr shares owned by KWB Wealth

Quarter-by-quarter ownership of Spdr Ser Tr (EMHC) shares owned by KWB Wealth from 13F filings

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
2025-09-30 $320k 13k 24.61
2025-06-30 $217k 9.0k 24.16

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Spdr Ser Tr

LPL Financial
Envestnet Asset Management
Assetmark
Envestnet Portfolio Solutions
Advisor Group Holdings
Austin Private Wealth
Aspire Private Capital
Park Avenue Securities
Goss Wealth Management
Cambridge Investment Research Advisors
Landmark Wealth Management
Sharkey, Howes & Javer
Raleigh Capital Management
HighTower Advisors
Cetera Investment Advisers

View all funds holding Spdr Ser Tr