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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

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Quarterly reported holdings in Spdr Series Trust fund by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
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