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Spdr Index Shs Fds eafe qual mix shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 155k 74.74
2024-06-30 $11M 149k 76.09
2024-03-31 $12M 153k 76.09
2023-12-31 $11M 154k 73.08
2023-09-30 $9.5M 136k 69.92
2023-06-30 $9.6M 138k 69.92
2023-03-31 $6.4M 100k 64.10
2022-12-31 $6.4M 100k 64.10
2022-09-30 $270k 4.8k 55.80

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)

View all positions for KWB Wealth

Top funds holding Spdr Index Shs Fds eafe qual mix

Morgan Stanley
Intelligence Driven Advisers
LPL Financial
Great Valley Advisor Group
Envestnet Asset Management
Financial Enhancement
SimpliFi
Private Advisor
First Hawaiian Bank
Bank of America Corporation
CX Institutional
KWB Wealth
Hobart Private Capital
Financial Guidance Group
Aptus Capital Advisors

View all funds holding Spdr Index Shs Fds eafe qual mix