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Spdr Series Trust fund shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners 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 Steward Partners 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 184 204.12
2025-06-30 $35k 184 192.15
2025-03-31 $34k 184 183.82
2024-12-31 $34k 184 184.05
2024-09-30 $37k 200 184.42
2024-06-30 $77k 450 172.09