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Spdr Ser Tr shares owned by Verus Wealth Management

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

Historical chart of Verus Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Verus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Verus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $592k 9.0k 66.15
2025-09-30 $579k 9.1k 63.59
2025-06-30 $566k 9.7k 58.55
2025-03-31 $530k 9.9k 53.50

More positions owned by Verus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPIB)

View all positions for Verus Wealth Management

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

View all funds holding Spdr Ser Tr