Spdr Ser Tr kensho new eco shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr kensho new eco (KOMP) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Spdr Ser Tr kensho new eco
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Quarterly reported holdings in Spdr Ser Tr kensho new eco by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $11M | 288k | 39.61 |
| 2023-06-30 | $13M | 287k | 44.60 |
| 2023-03-31 | $12M | 282k | 42.70 |
| 2022-12-31 | $11M | 275k | 39.42 |
| 2022-09-30 | $8.9M | 231k | 38.59 |
| 2022-06-30 | $391k | 9.7k | 40.50 |
| 2022-03-31 | $533k | 10k | 51.99 |
| 2021-12-31 | $604k | 10k | 58.92 |
| 2021-09-30 | $624k | 10k | 60.87 |
| 2021-06-30 | $632k | 9.5k | 66.81 |
| 2021-03-31 | $640k | 9.5k | 67.66 |
| 2020-12-31 | $765k | 13k | 57.63 |
| 2020-09-30 | $725k | 17k | 42.83 |
| 2020-06-30 | $678k | 18k | 37.25 |