Position history for Kestra Advisory Services, LLC's holdings in SPDR SERIES TRUST
Kestra Advisory Services, LLC holds 19,822 shares of BWX (SPDR SERIES TRUST), worth $435,088 as of 2026-Q1. The position was decreased (-6.4% shares). BWX represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$435,088
Current Shares
19,822
Total Value Change
-$221,699
Total Shares Change
-10,826
Other major holders of BWX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Steward Partners Investment Advisory, LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 19,822 |
-6.4% |
| $435,088 |
| 0.0% |
| $22.49 |
0 |
| 2025-Q4 | Decreased | 21,172 | -9.2% | $477,014 | 0.0% | $22.52 | 0 |
| 2025-Q3 | Decreased | 23,308 | -22.4% | $536,080 | 0.0% | $22.75 | 0 |
| 2025-Q2 | Increased | 30,042 | +10.0% | $705,683 | 0.0% | $23.00 | 27 |
| 2025-Q1 | Decreased | 27,311 | -7.3% | $597,018 | 0.0% | $21.41 | 0 |
| 2024-Q4 | Decreased | 29,453 | -4.2% | $630,000 | 0.0% | $20.96 | 0 |
| 2024-Q3 | Increased | 30,754 | +0.3% | $718,407 | 0.0% | $22.77 | 25 |
| 2024-Q2 | Decreased | 30,648 | -18.8% | $656,787 | 0.0% | $20.70 | 0 |