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Spdr Ser Tr shares owned by Novare Capital Management

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Novare Capital Management from 13F filings

Historical chart of Novare Capital Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Novare Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 5.2k 66.15
2025-09-30 $324k 5.1k 63.59
2025-06-30 $298k 5.1k 58.55

More positions owned by Novare Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Etf Opportunities Trust Applied Fina Val (VSLU)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Emerson Electric (EMR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Johnson & Johnson (JNJ)
Visa Com Cl A (V)

View all positions for Novare Capital Management

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
GAM Holding
Blue Edge Capital
Financial Engines Advisors L.L.C
Integrated Wealth Concepts

View all funds holding Spdr Ser Tr