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Spdr Ser Tr cmn shares owned by Valpey Financial Services

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Valpey Financial Services from 13F filings

Historical chart of Valpey Financial Services investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Valpey Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 10k 30.86
2025-06-30 $295k 9.6k 30.83

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
LPL Financial
Morgan Stanley
Royal Bank of Canada
New York Life Investment Management
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Curbstone Financial Management
Renaissance Technologies
Milestone Asset Management
Keybank National Association
Facet Wealth
Tiaa Trust, National Association

View all funds holding Spdr Ser Tr cmn