Spdr Series Trust fund shares owned by Private Advisor
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Spdr Series Trust fund
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All positions including Spdr Series Trust fund held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Series Trust fund by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 13k | 204.12 |
| 2025-06-30 | $1.6M | 8.2k | 192.15 |
| 2025-03-31 | $1.3M | 6.9k | 183.82 |
| 2024-12-31 | $878k | 4.8k | 184.05 |
| 2024-09-30 | $845k | 4.6k | 184.42 |
| 2023-06-30 | $869k | 5.9k | 148.54 |
| 2023-03-31 | $6.8M | 48k | 142.02 |
| 2022-09-30 | $364k | 2.9k | 126.00 |
| 2022-06-30 | $492k | 3.7k | 133.88 |
| 2022-03-31 | $625k | 4.0k | 155.05 |