Sincerus Advisory »

Spdr Ser Tr shares owned by Sincerus Advisory

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Sincerus Advisory from 13F filings

Historical chart of Sincerus Advisory investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Sincerus Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr by Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 2.8k 72.92

More positions owned by Sincerus Advisory

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Digitalocean Hldgs (DOCN)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Sincerus Advisory

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
Hanson McClain Advisors
Principal Financial Group
SOA Wealth Advisors
Laurel Wealth Planning
Retirement Capital Strategies
Private Advisor
Financial Engines Advisors L.L.C
Blue Edge Capital
Integrated Wealth Concepts

View all funds holding Spdr Ser Tr