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Spdr Series Trust fund shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 41k 184.42
2024-06-30 $7.3M 42k 172.09
2024-03-31 $7.5M 43k 175.32
2023-12-31 $5.6M 35k 160.29
2023-09-30 $4.9M 34k 144.58
2023-06-30 $5.0M 33k 148.54
2023-03-31 $4.7M 33k 142.03
2022-12-31 $4.0M 29k 139.80
2022-06-30 $2.9M 22k 133.88