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D Spdr Series Trust shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in D Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $295k 1.3k 227.45

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Amazon Com Incorporated Common Stock (AMZN)
Microsoft Corporation Common Stock (MSFT)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Micron Technology Incorporated Common Stock (MU)
Caterpillar Incorporated Common Stock (CAT)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth Advisors

Top funds holding D Spdr Series Trust

CWM
LPL Financial
Morgan Stanley
Parkway Wealth Management Group
Bank of America Corporation
MinichMacGregor Wealth Management
RWM Asset Management
Goldman Sachs Group
Susquehanna International
Raymond James Financial
Cambridge Investment Research Advisors
Citadel Advisors
Steward Partners Investment Advisory
Royal Bank of Canada
Cetera Investment Advisers

View all funds holding D Spdr Series Trust