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Spdr Series Trust fund shares owned by MOR Wealth Management

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

Historical chart of MOR 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 MOR 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 MOR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $760k 3.6k 210.64

More positions owned by MOR Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mid Cap Etf (VO)
Accenture Plc Ireland Shs Class A (ACN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Texas Pacific Land Corp (TPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aware Msci (ESML)

View all positions for MOR Wealth Management

Top funds holding Spdr Series Trust fund

Boothbay Fund Management
LPL Financial
Raymond James Financial
Envestnet Asset Management
Ameriprise Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
MAI Wealth Advisors
Stratos Wealth Advisors
Compass Financial Services
RFG - Bristol Wealth Advisors
Absolute Capital Management
Graney & King
Thrivent Financial for Lutherans
Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund