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Spdr Ser Tr shares owned by Opulen Financial Group

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Opulen Financial Group from 13F filings

Historical chart of Opulen Financial Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Opulen Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Opulen Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $550k 8.6k 63.59
2025-06-30 $498k 8.5k 58.55
2025-03-31 $455k 8.5k 53.50
2024-12-31 $480k 8.5k 56.48

More positions owned by Opulen Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Extend Mkt Etf (VXF)
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

View all positions for Opulen Financial Group

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