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Spdr Series Trust fund shares owned by Avant Capital

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Avant Capital from 13F filings

Historical chart of Avant Capital investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Avant Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 1.4k 204.09
2025-06-30 $316k 1.6k 192.10
2025-03-31 $245k 1.3k 183.82

More positions owned by Avant Capital

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Proshares Tr S&p Mdcp 400 Div (REGL)

View all positions for Avant Capital

Top funds holding Spdr Series Trust fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Ameriprise Financial
Advisor Group Holdings
MAI Wealth Advisors
Stratos Wealth Advisors
Compass Financial Services
Absolute Capital Management
Roger Wittlin Investment Advisory
Morgan Stanley
Graney & King
RFG - Bristol Wealth Advisors
Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund