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Spdr Ser Tr shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $729k 12k 63.59
2025-06-30 $608k 10k 58.55

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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