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Spdr Ser Tr shares owned by Warren Street Wealth Advisors

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

Historical chart of Warren Street Wealth Advisors investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Warren Street 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 Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $604k 12k 50.64
2023-12-31 $549k 12k 46.20
2023-09-30 $491k 12k 41.49
2023-06-30 $509k 12k 43.05
2023-03-31 $463k 12k 39.43
2022-12-31 $429k 12k 36.66
2022-09-30 $390k 12k 34.03
2022-06-30 $407k 11k 36.19
2022-03-31 $461k 11k 43.39

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Spdr Index Shs Fds S&p Gblinf Etf (GII)
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Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
NVIDIA Corporation (NVDA)

View all positions for Warren Street Wealth Advisors

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