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

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

Historical chart of KWB Wealth investment in Spdr Index Shs Fds em qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds em 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 em qual mix by KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 4.4k 58.45
2024-06-30 $252k 4.4k 57.74
2024-03-31 $252k 4.4k 57.74
2023-12-31 $250k 4.4k 57.16
2023-09-30 $242k 4.4k 55.43
2023-06-30 $242k 4.4k 55.43
2023-03-31 $234k 4.4k 53.43
2022-12-31 $234k 4.4k 53.43

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 em qual mix

LPL Financial
Premier Path Wealth Partners
Citadel Advisors
Edge Financial Advisors
Cabot Money Management
Appleton Partners
Advisory Services Network
Morgan Stanley
Virtu Financial
OmniStar Financial Group
Jane Street
Aspiriant
Wealth Enhancement Advisory Services
Flow Traders US
Ariadne Wealth Management

View all funds holding Spdr Index Shs Fds em qual mix