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Spdr Series Trust fund shares owned by Elevation Advisory Partners

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Elevation Advisory Partners from 13F filings

Historical chart of Elevation Advisory Partners investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $509k 2.3k 218.54

More positions owned by Elevation Advisory Partners

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View all positions for Elevation Advisory Partners

Top funds holding Spdr Series Trust fund

Boothbay Fund Management
LPL Financial
Raymond James Financial
Nadler Financial
Ameriprise Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
MAI Wealth Advisors
Systelligence
RFG - Bristol Wealth Advisors
Compass Financial Services
Absolute Capital Management
Graney & King
Stratos Wealth Advisors

View all funds holding Spdr Series Trust fund