Spdr Series Trust fund shares owned by Western Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Series Trust fund by Western Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $582k | 3.2k | 184.42 |
2024-06-30 | $544k | 3.2k | 172.11 |
2024-03-31 | $529k | 3.0k | 175.33 |
2023-12-31 | $346k | 2.2k | 160.30 |
2023-09-30 | $311k | 2.2k | 144.56 |
2023-06-30 | $318k | 2.1k | 148.56 |
2023-03-31 | $303k | 2.1k | 142.00 |
2022-12-31 | $299k | 2.1k | 139.81 |
2022-09-30 | $537k | 4.3k | 126.06 |
2022-06-30 | $514k | 3.8k | 133.99 |
2022-03-31 | $520k | 3.4k | 154.76 |
2021-12-31 | $224k | 1.4k | 155.56 |
2021-06-30 | $208k | 1.4k | 147.20 |