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Spdr Ser Tr 1 3 hgh yield shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Spdr Ser Tr 1 3 hgh yield

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 1 3 hgh yield held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr 1 3 hgh yield by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 21k 91.80
2023-12-31 $688k 7.5k 91.39
2023-06-30 $264k 2.9k 91.82

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Spdr Ser Tr 1 3 hgh yield

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Branch Banking & Trust Company
Wells Fargo & Company
Capital Wealth Planning
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers
Advisor Group Holdings
Ameriprise Financial
Eagle Capital Management

View all funds holding Spdr Ser Tr 1 3 hgh yield