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D Spdr Series Trust shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of D Spdr Series Trust (XTN) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in D Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in D Spdr Series Trust by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 300 83.85
2025-06-30 $24k 300 80.50
2025-03-31 $22k 300 73.86

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding D Spdr Series Trust

LPL Financial
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Ameriprise Financial
Raymond James Financial
Susquehanna International
Royal Bank of Canada
Stifel Financial
Nilsine Partners
Trust Co Of Oklahoma
Hollencrest Securities
UBS Group
Two Sigma Investments
Advisor Group Holdings

View all funds holding D Spdr Series Trust