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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
2024-09-30 $14k 75 184.43

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

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