Spdr Series Trust fund shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in Spdr Series Trust fund
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust fund held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Series Trust fund by LWS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $10M | 63k | 160.28 |
2023-09-30 | $8.6M | 59k | 144.58 |
2023-06-30 | $8.8M | 59k | 148.54 |
2023-03-31 | $8.6M | 61k | 142.02 |
2022-12-31 | $8.3M | 59k | 139.80 |
2022-09-30 | $7.6M | 61k | 125.88 |
2022-06-30 | $8.0M | 60k | 133.87 |
2022-03-31 | $9.3M | 60k | 154.97 |
2021-12-31 | $9.4M | 60k | 155.69 |
2021-09-30 | $8.6M | 60k | 144.59 |
2021-06-30 | $8.4M | 57k | 146.43 |