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Spdr Ser Tr shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Ser Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 179 72.93

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Steward Partners Investment Advisory

Top funds holding Spdr Ser Tr

Banca d'Italia
Financial Network Wealth Management
Tompkins Financial Corp
Koss-Olinger Consulting
Baltimore-Washington Financial Advisors
LPL Financial
Systelligence
Hanson McClain Advisors
Principal Financial Group
SOA Wealth Advisors
Retirement Capital Strategies
Laurel Wealth Planning
Private Advisor
Blue Edge Capital
Financial Engines Advisors L.L.C

View all funds holding Spdr Ser Tr