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Spdr Ser Tr shares owned by Coastline Trust

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

Historical chart of Coastline Trust investment in Spdr Ser Tr

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All positions including Spdr Ser Tr held by Coastline Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Coastline Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 17k 63.59
2025-06-30 $986k 17k 58.55
2025-03-31 $942k 18k 53.50
2024-12-31 $873k 16k 56.48
2024-09-30 $671k 12k 55.76

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

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