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Spdr Ser Tr shares owned by Laurel Wealth Planning

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Laurel Wealth Planning from 13F filings

Historical chart of Laurel Wealth Planning investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 215k 55.76
2024-06-30 $12M 222k 53.10
2024-03-31 $12M 226k 50.64
2023-12-31 $11M 228k 46.20

More positions owned by Laurel Wealth Planning

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Esg Awr Msci Em (ESGE)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Msci Jpn Etf New (EWJ)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Enhancd Short (EMNT)

View all positions for Laurel Wealth Planning

Top funds holding Spdr Ser Tr

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

View all funds holding Spdr Ser Tr