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Spdr Series Trust fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $549k 2.6k 210.64

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View all positions for Concurrent Investment Advisors

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
RFG - Bristol Wealth Advisors
Absolute Capital Management
Roger Wittlin Investment Advisory
Graney & King
Jpmorgan Chase & Co
ShoreHaven Wealth Partners

View all funds holding Spdr Series Trust fund