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Spdr Series Trust fund shares owned by Harbor Investment Advisory

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

Historical chart of Harbor Investment Advisory investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 150 184.42
2024-06-30 $26k 150 172.09
2024-03-31 $26k 150 175.32
2023-12-31 $24k 150 160.28

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View all positions for Harbor Investment Advisory

Top funds holding Spdr Series Trust fund

LPL Financial
MAI Wealth Advisors
Advisor Group Holdings
Raymond James & Associates
Cambridge Investment Research Advisors
Envestnet Asset Management
Roger Wittlin Investment Advisory
Morgan Stanley
Bank of America Corporation
Absolute Capital Management
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
ShoreHaven Wealth Partners
ICA Group Wealth Management
Northwestern Mutual Wealth Management Company

View all funds holding Spdr Series Trust fund