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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
2024-03-31 $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)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Esg Awr Msci Em (ESGE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci Kld400 Soc (DSI)
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
Laurel Wealth Planning
Principal Financial Group
Blue Edge Capital
Gradient Investments
One Capital Management
Financial Services Advisory
CI Private Wealth
Bank of New York Mellon
Armbruster Capital Management
Private Advisor
HighTower Advisors
Us Financial Advisors

View all funds holding Spdr Ser Tr