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Spdr Ser Tr sp500 fosl etf shares owned by Values Added Financial

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $466k 11k 42.80
2023-12-31 $422k 11k 38.81
2023-09-30 $378k 11k 34.73
2023-06-30 $394k 11k 36.17

More positions owned by Values Added Financial

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Betterment
Bank of New York Mellon
Pnc Financial Services
Partners Capital Investment Group
Sensible Financial Planning & Management
Pathstone Holdings
Bank of America Corporation
Rockefeller Capital Management
Gemmer Asset Management
Retirement Income Solutions
Spinnaker Trust
Gould Asset Management
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Spdr Ser Tr sp500 fosl etf