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Spdr Series Trust fund shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $155k 650 238.23

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View all positions for SRS Capital Advisors

Top funds holding Spdr Series Trust fund

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

View all funds holding Spdr Series Trust fund