Position history for Kestra Advisory Services, LLC's holdings in SPDR SERIES TRUST
Kestra Advisory Services, LLC holds 57,581 shares of SHM (SPDR SERIES TRUST), worth $2.8M as of 2026-Q1. The position was increased (+40.2% shares). SHM represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$2.8M
Current Shares
57,581
Total Value Change
-$838,331
Total Shares Change
-18,546
Other major holders of SHM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BANK OF AMERICA CORP /DE/
Increased |
| 57,581 |
+40.2% |
| $2.8M |
| 0.0% |
| $48.19 |
35 |
| 2025-Q4 | 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 |