Spdr Series Trust shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Spdr Series Trust
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Quarterly reported holdings in Spdr Series Trust by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $249k | 1.7k | 150.36 |
| 2023-09-30 | $210k | 1.7k | 126.90 |
| 2023-06-30 | $245k | 1.8k | 133.32 |
| 2023-03-31 | $226k | 1.8k | 123.04 |
| 2022-06-30 | $205k | 1.9k | 110.69 |
| 2022-03-31 | $507k | 3.4k | 147.26 |
| 2021-12-31 | $610k | 3.7k | 165.36 |
| 2021-09-30 | $619k | 3.6k | 171.71 |