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Spdr Ser Tr shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 3.6k 55.76
2024-06-30 $209k 3.9k 53.10

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr