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Spdr Series Trust fund shares owned by Iron Horse Wealth Management

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

Historical chart of Iron Horse Wealth 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 Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3k 33 160.27

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Iron Horse Wealth 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