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Spdr Series Trust fund shares owned by USAdvisors Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by USAdvisors Wealth Management from 13F filings

Historical chart of USAdvisors Wealth Management investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by USAdvisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 21k 204.04
2025-06-30 $3.5M 18k 192.11
2025-03-31 $3.2M 17k 183.79
2024-12-31 $2.4M 13k 184.06

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ) (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Invesco S&p Small Cap Momentm Etf S&p Smlcp Moment (xsmo) (XSMO)
Spdr S&p 500 Etf Tr Unit (spy) (SPY)
Pimco Active Bond Etf (BOND) Active Bond ETF (BOND)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Columbia Research Enhanced Cr Etf Recs (RECS)
Wisdom Tree U S Value Etf WTV (WTV)
Invesco Total Return Bond Etf Ttl Return Bnd Etf (gto) (GTO)

View all positions for USAdvisors Wealth Management

Top funds holding Spdr Series Trust fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Ameriprise Financial
Advisor Group Holdings
MAI Wealth Advisors
Stratos Wealth Advisors
Compass Financial Services
Absolute Capital Management
Roger Wittlin Investment Advisory
Morgan Stanley
Graney & King
RFG - Bristol Wealth Advisors
Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund