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Spdr Series Trust cmn shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust cmn by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $464k 16k 29.63

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
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Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

Top funds holding Spdr Series Trust cmn

Ameriprise Financial
LPL Financial
Exchange Traded Concepts
D. J. St. Germain
CX Institutional
Bank of New York Mellon
AE Wealth Management
Nepc
Procyon Private Wealth Partners
Assetmark
Advisor Group Holdings
Gerber Kawasaki Wealth & Investment Management
Congress Wealth Management LLC / DE /
Adviser Investments
Morgan Stanley

View all funds holding Spdr Series Trust cmn