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Spdr Series Trust fund shares owned by Compass Planning Associates

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Compass Planning Associates from 13F filings

Historical chart of Compass Planning Associates investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $591k 2.9k 204.12
2025-06-30 $554k 2.9k 192.18
2025-03-31 $527k 2.9k 183.81
2024-12-31 $525k 2.9k 184.04

More positions owned by Compass Planning Associates

Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Planning Associates

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