Spdr Series Trust fund shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Spdr Series Trust fund
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All positions including Spdr Series Trust fund held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Series Trust fund by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 18k | 184.42 |
| 2024-06-30 | $2.8M | 16k | 172.09 |
| 2024-03-31 | $2.6M | 15k | 175.32 |
| 2023-12-31 | $2.2M | 13k | 160.28 |
| 2023-09-30 | $1.6M | 11k | 144.58 |
| 2023-06-30 | $1.5M | 10k | 148.54 |
| 2023-03-31 | $1.2M | 8.7k | 142.02 |
| 2022-12-31 | $897k | 6.4k | 139.81 |
| 2022-09-30 | $734k | 5.8k | 125.81 |
| 2022-06-30 | $681k | 5.1k | 133.82 |
| 2022-03-31 | $5.0k | 841k | 0.01 |
| 2021-12-31 | $250k | 1.6k | 155.47 |