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Spdr Index Shs Fds eafe qual mix shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Spdr Index Shs Fds eafe qual mix (QEFA) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Spdr Index Shs Fds eafe qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds eafe qual mix held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds eafe qual mix by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 3.0k 87.91
2025-06-30 $247k 2.9k 85.34

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 Spdr Index Shs Fds eafe qual mix

LPL Financial
Morgan Stanley
Ameriprise Financial
Intelligence Driven Advisers
Envestnet Asset Management
Great Valley Advisor Group
SimpliFi
Private Advisor
CX Institutional
KWB Wealth
Hobart Private Capital
First Hawaiian Bank
Financial Enhancement
Arrien Investments
Financial Guidance Group

View all funds holding Spdr Index Shs Fds eafe qual mix