Spdr Series Trust fund shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Spdr Series Trust fund
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust fund held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Series Trust fund by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.3k | 204.13 |
| 2025-06-30 | $1.6M | 8.3k | 192.14 |
| 2025-03-31 | $1.7M | 9.2k | 183.83 |
| 2024-12-31 | $2.2M | 12k | 184.05 |
| 2024-09-30 | $2.0M | 11k | 184.42 |
| 2024-06-30 | $1.3M | 7.8k | 172.09 |
| 2024-03-31 | $1.6M | 9.3k | 175.31 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group