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Spdr Ser Tr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 3.6k 63.59
2025-06-30 $208k 3.6k 58.55

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

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