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Spdr Series Trust shares owned by Retirement Income Solutions

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Retirement Income Solutions from 13F filings

Historical chart of Retirement Income Solutions investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust held by Retirement Income Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust by Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $256k 1.7k 150.33
2023-09-30 $216k 1.7k 126.88
2023-06-30 $227k 1.7k 133.35
2023-03-31 $210k 1.7k 123.07
2022-03-31 $260k 1.8k 147.56
2021-12-31 $447k 2.7k 165.56
2021-09-30 $370k 2.2k 171.53
2021-06-30 $365k 2.1k 171.52
2021-03-31 $335k 2.1k 157.42
2020-12-31 $328k 2.1k 154.14
2020-09-30 $254k 2.1k 119.36
2020-06-30 $237k 2.1k 111.37

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)

View all positions for Retirement Income Solutions

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