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Spdr Ser Tr shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $33M 711k 46.20
2023-09-30 $5.1M 123k 41.49
2023-06-30 $7.5M 173k 43.05
2022-12-31 $3.5M 95k 36.66
2022-03-31 $3.0M 71k 41.91
2021-12-31 $1.9M 41k 45.30
2021-09-30 $1.7M 41k 40.33

More positions owned by Retirement Capital Strategies

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ftse Int Gvt Etf (WIP)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Scrnd S&p500 (XVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
3M Company (MMM)

View all positions for Retirement Capital Strategies

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