Spdr Series Trust fund shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in Spdr Series Trust fund
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Quarterly reported holdings in Spdr Series Trust fund by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 63k | 160.28 |
| 2023-09-30 | $8.6M | 59k | 144.58 |
| 2023-06-30 | $8.8M | 59k | 148.54 |
| 2023-03-31 | $8.6M | 61k | 142.02 |
| 2022-12-31 | $8.3M | 59k | 139.80 |
| 2022-09-30 | $7.6M | 61k | 125.88 |
| 2022-06-30 | $8.0M | 60k | 133.87 |
| 2022-03-31 | $9.3M | 60k | 154.97 |
| 2021-12-31 | $9.4M | 60k | 155.69 |
| 2021-09-30 | $8.6M | 60k | 144.59 |
| 2021-06-30 | $8.4M | 57k | 146.43 |