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Spdr Ser Tr shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $172k 3.4k 50.64
2023-09-30 $105k 2.5k 41.49
2023-06-30 $109k 2.5k 43.05

More positions owned by Wells Financial Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Small-cap Index Fund Etf Etf (VB)
Spdr Gold Shares Etf Etf (GLD)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Blackrock Flexible Income Etf Etf (BINC)

View all positions for Wells Financial Advisors

Top funds holding Spdr Ser Tr

Banca d'Italia
Integrated Wealth Concepts
Baltimore-Washington Financial Advisors
Laurel Wealth Planning
LPL Financial
Principal Financial Group
Financial Network Wealth Management
Retirement Capital Strategies
Financial Engines Advisors L.L.C
Blue Edge Capital
Gradient Investments
One Capital Management
Private Advisor
Financial Services Advisory
Seeds Investor

View all funds holding Spdr Ser Tr