Birchbrook »

Spdr Ser Tr shares owned by Birchbrook

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

Historical chart of Birchbrook investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Birchbrook 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 Ser Tr by Birchbrook

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 27k 63.59
2025-06-30 $1.5M 25k 58.55
2025-03-31 $1.1M 20k 53.50

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
IDEXX Laboratories (IDXX)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)

View all positions for Birchbrook

Top funds holding Spdr Ser Tr

Banca d'Italia
Financial Network Wealth Management
Koss-Olinger Consulting
Baltimore-Washington Financial Advisors
LPL Financial
Tompkins Financial Corp
SOA Wealth Advisors
Laurel Wealth Planning
Retirement Capital Strategies
Principal Financial Group
Private Advisor
Blue Edge Capital
Integrated Wealth Concepts
Financial Engines Advisors L.L.C
Equitable Holdings

View all funds holding Spdr Ser Tr