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Spdr Series Trust fund shares owned by Planning Strategies

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $31k 131 237.40

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Spdr Series Trust fund

LPL Financial
Ameriprise Financial
Nadler Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Bank of America Corporation
Systelligence
MAI Wealth Advisors
RFG - Bristol Wealth Advisors
Morgan Stanley
Compass Financial Services
Absolute Capital Management
Graney & King

View all funds holding Spdr Series Trust fund