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Spdr Series Trust fund shares owned by Lumature Wealth Partners

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Lumature Wealth Partners from 13F filings

Historical chart of Lumature Wealth Partners investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $22k 150 148.54

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding Spdr Series Trust fund

LPL Financial
Ameriprise Financial
ICA Group Wealth Management
LWS Wealth Advisors
MAI Wealth Advisors
Cambridge Investment Research Advisors
Roger Wittlin Investment Advisory
Morgan Stanley
Bank of America Corporation
ShoreHaven Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Advisor Group Holdings
Absolute Capital Management
Virtu Financial

View all funds holding Spdr Series Trust fund