SOA Wealth Advisors »

Spdr Ser Tr shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 100k 55.76
2024-06-30 $4.8M 91k 53.10
2024-03-31 $508k 10k 50.64
2023-12-31 $254k 5.5k 46.20

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Ishares Core Dividend Growth Etf Etf (DGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Select Dividend Etf Etf (DVY)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Russell 1000 Growth Etf Etf (IWF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for SOA 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