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Spdr Series Trust shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust 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 Series Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $431k 2.7k 160.69
2024-06-30 $406k 2.7k 151.11

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Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood 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