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Spdr Ser Tr shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 20k 55.76
2024-06-30 $836k 16k 53.10
2024-03-31 $798k 16k 50.64

More positions owned by Sax Wealth Advisors

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Spdr Ser Tr

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Koss-Olinger Consulting
LPL Financial
Private Advisor
Laurel Wealth Planning
Financial Network Wealth Management
Principal Financial Group
SOA Wealth Advisors
Blue Edge Capital
Financial Engines Advisors L.L.C
Integrated Wealth Concepts
Gradient Investments
Seeds Investor

View all funds holding Spdr Ser Tr