Spdr Series Trust fund shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in Spdr Series Trust fund
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust fund held by ShoreHaven Wealth Partners 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 ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 29k | 204.12 |
| 2025-06-30 | $5.6M | 29k | 192.15 |
| 2025-03-31 | $5.6M | 31k | 183.82 |
| 2024-12-31 | $5.1M | 28k | 184.05 |
| 2024-09-30 | $5.2M | 28k | 184.42 |
| 2024-06-30 | $4.8M | 28k | 172.09 |
| 2024-03-31 | $5.3M | 30k | 175.32 |
| 2023-12-31 | $4.9M | 31k | 160.28 |
| 2023-09-30 | $934k | 6.5k | 144.57 |
More positions owned by ShoreHaven Wealth Partners
View all positions for ShoreHaven Wealth Partners