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Ssga Active Tr shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ssga Active Tr (HYBL) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ssga Active Tr

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Tr held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Tr by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $457k 16k 28.59
2025-03-31 $727k 26k 27.97
2024-12-31 $1.5M 52k 28.37

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Ssga Active Tr

ZEGA Investments
Concord Wealth Partners
Concord Asset Management
Raymond James Financial
UBS Group
LPL Financial
Envestnet Asset Management
Luken Investment Analytics
Advance Capital Management
Rathbones Brothers
Pallas Capital Advisors
Wells Fargo & Company
Advisor Group Holdings
Hedeker Wealth Management
Rockefeller Capital Management

View all funds holding Ssga Active Tr