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Spdr Series Trust fund shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 75 204.13
2025-06-30 $14k 75 192.16
2025-03-31 $14k 75 183.83
2024-12-31 $14k 75 184.05
2024-09-30 $14k 75 184.43