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Spdr Series Trust cmn shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Spdr Series Trust cmn (XITK) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $352k 2.4k 146.05
2023-09-30 $339k 2.7k 123.72
2023-06-30 $394k 2.9k 137.86

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Blackstone Group Inc Com Cl A (BX)
Tesla Motors (TSLA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Long Term Us (SCHQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Kaizen Financial Strategies

Top funds holding Spdr Series Trust cmn

KWMG
Money Concepts Capital Corp
Foundations Investment Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Commonwealth Equity Services
Royal Bank of Canada
Bank of America Corporation
Goldman Sachs Group
Good Life Advisors
Cornerstone Wealth Management
Moloney Securities Asset Management
Perigon Wealth Management
Kaizen Financial Strategies
Pathstone Holdings

View all funds holding Spdr Series Trust cmn