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Spdr Series Trust shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $314k 2.1k 150.33
2023-03-31 $257k 2.1k 123.07
2022-09-30 $224k 2.1k 107.18
2022-06-30 $232k 2.1k 111.00
2021-12-31 $346k 2.1k 165.55

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View all positions for Caerus Investment Advisors

Top funds holding Spdr Series Trust

Bank of America Corporation
McGuire Investment Group
Jpmorgan Chase & Co
UBS Group
Stifel Financial
Raymond James & Associates
Ieq Capital
Northeast Financial Consultants
Wells Fargo & Company
Advisor Group Holdings
Amica Mutual Insurance Company
HighTower Advisors
Level Four Advisory Services
Fort Point Capital Partners
Goldman Sachs Group

View all funds holding Spdr Series Trust