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
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Quarterly reported holdings in Spdr Ser Tr by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 198k | 63.59 |
| 2025-06-30 | $11M | 193k | 58.55 |
| 2025-03-31 | $8.3M | 155k | 53.50 |
| 2024-12-31 | $7.8M | 138k | 56.48 |
| 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 |