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
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Ser Tr by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $689k | 11k | 63.59 |
| 2025-06-30 | $1.1M | 20k | 58.55 |
| 2024-12-31 | $1.1M | 20k | 56.48 |
| 2024-09-30 | $1.1M | 20k | 55.76 |
| 2024-06-30 | $836k | 16k | 53.10 |
| 2024-03-31 | $798k | 16k | 50.64 |