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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

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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
2024-03-31 $508k 10k 50.64
2023-12-31 $254k 5.5k 46.20

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Top funds holding Spdr Ser Tr

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Laurel Wealth Planning
Principal Financial Group
Blue Edge Capital
Gradient Investments
One Capital Management
Private Advisor
Financial Services Advisory
CI Private Wealth
Bank of New York Mellon
Armbruster Capital Management
HighTower Advisors
Us Financial Advisors

View all funds holding Spdr Ser Tr