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Spdr Series Trust shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 1.4k 160.69
2024-06-30 $215k 1.4k 151.11
2021-09-30 $153k 892 171.52
2021-06-30 $141k 827 170.50
2020-03-31 $6.3k 76 82.45
2019-12-31 $8.4k 76 111.08

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View all positions for Arkadios Wealth Advisors

Top funds holding Spdr Series Trust

Bank of America Corporation
LPL Financial
New Harbor Financial
Morgan Stanley
McGuire Investment Group
BlackRock
Jpmorgan Chase & Co
BlackRock
Stifel Financial
Raymond James & Associates
Ieq Capital
Envestnet Asset Management
Northeast Financial Consultants
Fifth Third Securities
Mml Investors Services

View all funds holding Spdr Series Trust