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Spdr Ser Tr shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $327k 4.5k 72.93

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Alphabet Cap Stk Cl A (GOOGL)
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Ishares Tr Msci Intl Qualty (IQLT)
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View all positions for LLBH Private Wealth Management

Top funds holding Spdr Ser Tr

Banca d'Italia
Financial Network Wealth Management
Tompkins Financial Corp
Koss-Olinger Consulting
Baltimore-Washington Financial Advisors
LPL Financial
Systelligence
Hanson McClain Advisors
Principal Financial Group
SOA Wealth Advisors
Retirement Capital Strategies
Laurel Wealth Planning
Private Advisor
Blue Edge Capital
Financial Engines Advisors L.L.C

View all funds holding Spdr Ser Tr