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Spdr Series Trust fund shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 10k 160.28
2023-09-30 $1.5M 10k 144.57
2023-06-30 $1.7M 12k 148.54
2023-03-31 $606k 79k 7.67
2022-12-31 $1.6M 11k 139.80
2022-03-31 $7.0k 45 155.56

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Microsoft Corporation (MSFT)
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Lockheed Martin Corporation (LMT)
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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Arista Networks (ANET)
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Unity Software (U)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Money Concepts Capital Corp

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