Position history for Kestra Advisory Services, LLC's holdings in SPDR SERIES TRUST
Kestra Advisory Services, LLC holds 41,075 shares of SHM (SPDR SERIES TRUST), worth $2M as of 2025-Q4. The position was increased (++13.7% shares). SHM represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$2M
Current Shares
41,075
Total Value Change
-$1.6M
Total Shares Change
-35,052
Other major holders of SHM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BANK OF AMERICA CORP /DE/
Increased |
| 41,075 |
+13.7% |
| $2M |
| 0.0% |
| $47.89 |
29 |
| 2025-Q3 | Increased | 36,122 | +42.1% | $1.7M | 0.0% | $47.65 | 34 |
| 2025-Q2 | Decreased | 25,421 | -58.1% | $1.2M | 0.0% | $46.96 | 0 |
| 2025-Q1 | Decreased | 60,614 | -25.2% | $2.9M | 0.0% | $46.41 | 0 |
| 2024-Q4 | Increased | 81,061 | +15.6% | $3.8M | 0.0% | $46.09 | 31 |
| 2024-Q3 | Decreased | 70,101 | -7.9% | $3.4M | 0.0% | $46.47 | 0 |
| 2024-Q2 | Decreased | 76,127 | -1.2% | $3.6M | 0.0% | $45.27 | 0 |