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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF 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 Barclays Cptl Shrt Term Corp Bd ETF by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 27k 29.77
2023-12-31 $791k 27k 29.78
2023-09-30 $600k 21k 29.32

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
Wells Fargo & Company
UBS Group
Advisory Alpha
Goldman Sachs Group
MCF Advisors
Pnc Financial Services
Townsquare Capital

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF