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Comprehensive Financial Planning »

Spdr Series Trust fund shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Spdr Series Trust fund

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

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Quarterly reported holdings in Spdr Series Trust fund by Comprehensive Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$682k	3.3k	204.12
2025-06-30	$639k	3.3k	192.15
2025-03-31	$629k	3.4k	183.84
2024-12-31	$626k	3.4k	184.06

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View all positions for Comprehensive Financial Planning

Top funds holding Spdr Series Trust fund

Raymond James Financial

Envestnet Asset Management

Cambridge Investment Research Advisors

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MAI Wealth Advisors

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Compass Financial Services

Absolute Capital Management

Roger Wittlin Investment Advisory

RFG - Bristol Wealth Advisors

Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund

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