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Spdr Series Trust shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $392k 2.6k 150.33

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Intel Corporation (INTC)
Simon Property (SPG)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Amgen (AMGN)
International Business Machines (IBM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
MetLife (MET)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napa Wealth Management

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