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Spdr Series Trust fund shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $328k 1.9k 172.04
2023-12-31 $291k 1.8k 160.28

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Spdr Series Trust fund

LPL Financial
MAI Wealth Advisors
Advisor Group Holdings
Raymond James & Associates
Cambridge Investment Research Advisors
Envestnet Asset Management
Roger Wittlin Investment Advisory
Morgan Stanley
Bank of America Corporation
Absolute Capital Management
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
ShoreHaven Wealth Partners
ICA Group Wealth Management
Northwestern Mutual Wealth Management Company

View all funds holding Spdr Series Trust fund