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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

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Quarterly reported holdings in Spdr Series Trust fund by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 31k 160.28
2023-09-30 $934k 6.5k 144.57

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Msci Emrg Chn (EMXC)

View all positions for ShoreHaven Wealth Partners

Top funds holding Spdr Series Trust fund

ICA Group Wealth Management
LWS Wealth Advisors
Cambridge Investment Research Advisors
Roger Wittlin Investment Advisory
Bank of America Corporation
ShoreHaven Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Absolute Capital Management
J.w. Cole Advisors
Raymond James & Associates
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Thoroughbred Financial Services

View all funds holding Spdr Series Trust fund