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Spdr Series Trust fund shares owned by Capital Square

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

Historical chart of Capital Square investment in Spdr Series Trust fund

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

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Quarterly reported holdings in Spdr Series Trust fund by Capital Square

Quarter filed Position value Share count Share price at filing
2026-03-31 $476k 2.1k 229.16

More positions owned by Capital Square

Vanguard Total Stock Market ETF (VTI)
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Altria (MO)
Amplify Etf Tr a (DIVO)
Eli Lilly & Co. (LLY)
Vanguard Total Bond Market ETF (BND)
Tcw Etf Trust (FLXR)
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View all positions for Capital Square

Top funds holding Spdr Series Trust fund

LPL Financial
Raymond James Financial
Ameriprise Financial
Nadler Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Systelligence
MAI Wealth Advisors
Morgan Stanley
RFG - Bristol Wealth Advisors
Compass Financial Services
Absolute Capital Management
Graney & King

View all funds holding Spdr Series Trust fund