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Spdr Series Trust fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 7.6k 214.98
2024-12-31 $1.2M 6.5k 184.04

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
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Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Spdr Series Trust fund

LPL Financial
Raymond James Financial
Ameriprise Financial
Nadler Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Systelligence
MAI Wealth Advisors
Morgan Stanley
RFG - Bristol Wealth Advisors
Compass Financial Services
Absolute Capital Management
Graney & King

View all funds holding Spdr Series Trust fund