Spdr Ser Tr shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Spdr Ser Tr
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All positions including Spdr Ser Tr held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Ser Tr by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $143k | 2.6k | 55.76 |
| 2024-06-30 | $180k | 3.4k | 53.10 |
| 2024-03-31 | $172k | 3.4k | 50.64 |
| 2023-09-30 | $105k | 2.5k | 41.49 |
| 2023-06-30 | $109k | 2.5k | 43.05 |