GeoWealth Management »

Spdr Series Trust fund shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust fund by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.7M 33k 144.58

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding Spdr Series Trust fund

ICA Group Wealth Management
LWS Wealth Advisors
Cambridge Investment Research Advisors
Roger Wittlin Investment Advisory
Bank of America Corporation
ShoreHaven Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Absolute Capital Management
J.w. Cole Advisors
Raymond James & Associates
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Thoroughbred Financial Services

View all funds holding Spdr Series Trust fund