Goss Wealth Management »

Spdr Series Trust fund shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $515k 2.9k 175.32

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding Spdr Series Trust fund

LPL Financial
Ameriprise Financial
ICA Group Wealth Management
LWS Wealth Advisors
MAI Wealth Advisors
Cambridge Investment Research Advisors
Roger Wittlin Investment Advisory
Morgan Stanley
Bank of America Corporation
ShoreHaven Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Advisor Group Holdings
Absolute Capital Management
Virtu Financial

View all funds holding Spdr Series Trust fund