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Spdr Ser Tr shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Ellenbecker Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 9.0k 63.59
2025-06-30 $241k 4.1k 58.56
2025-03-31 $212k 4.0k 53.50

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Etf (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust S&p 500 Etf (SPY)
Ishares Tr Grwt Allocat Etf (AOR)
Microsoft Corporation (MSFT)

View all positions for Ellenbecker Investment Group

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