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Spdr Series Trust fund shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Mariner Wealth 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $887k 5.5k 160.27

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
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View all positions for Mariner Wealth Advisors

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